See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,838 | $72,071-1.7% | $68,368+3.6% | $137,256-48.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.34% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,247 | $2,788-19.4% | $2,649-15.2% | $4,156-45.9% |
| Participant deferral / active EE | $8,935 | $4,410+102.6% | $4,123+116.7% | $6,407+39.5% |
| Admin fee / account holder | $866 | $5,336-83.8% | $5,150-83.2% | $12,270-92.9% |