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 | $69,006 | $148,534-53.5% | $135,903-49.2% | $139,434-50.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.68% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $6,913 | $5,243+31.9% | $4,856+42.4% | $4,751+45.5% |
| Participant deferral / active EE | $15,153 | $8,100+87.1% | $7,758+95.3% | $6,710+125.8% |
| Admin fee / account holder | $7,165 | $12,400-42.2% | $10,762-33.4% | $11,403-37.2% |