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 | $57,806 | $105,126-45.0% | $94,646-38.9% | $139,434-58.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.08% | 38.03%-16.9pp | 156.71%-135.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,001 | $4,106-2.6% | $3,672+8.9% | $4,751-15.8% |
| Participant deferral / active EE | $13,000 | $7,599+71.1% | $7,418+75.2% | $6,710+93.7% |
| Admin fee / account holder | $2,172 | $8,984-75.8% | $7,231-70.0% | $11,403-81.0% |