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 | $54,108 | $117,983-54.1% | $101,794-46.8% | $142,382-62.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.00% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $9,598 | $2,773+246.1% | $2,289+319.3% | $4,299+123.2% |
| Participant deferral / active EE | $1,856 | $4,714-60.6% | $4,084-54.6% | $6,507-71.5% |
| Admin fee / account holder | $690 | $10,433-93.4% | $8,777-92.1% | $12,624-94.5% |