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 5-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 | $71,306 | $111,754-36.2% | $103,333-31.0% | $145,922-51.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 13.72% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $10,000 | $4,212+137.4% | $3,868+158.5% | $4,660+114.6% |
| Participant deferral / active EE | $4,970 | $5,619-11.5% | $5,057-1.7% | $6,688-25.7% |
| Admin fee / account holder | $942 | $9,750-90.3% | $8,355-88.7% | $13,397-93.0% |