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 | $64,854 | $95,561-32.1% | $77,163-16.0% | $139,434-53.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.54% | 54.92%-39.4pp | 37.87%-22.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,718 | $3,147+81.7% | $2,535+125.6% | $4,751+20.4% |
| Participant deferral / active EE | $9,918 | $4,624+114.5% | $3,833+158.7% | $6,710+47.8% |
| Admin fee / account holder | $12,066 | $8,295+45.5% | $5,472+120.5% | $11,403+5.8% |