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 | $36,708 | $44,960-18.4% | $84,966-56.8% | $74,495-50.7% |
| Participation rate | 94.7% | 49.4%+45.4pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 37.22% | 26.24%+11.0pp | 66.38%-29.2pp | 1364.94%-1327.7pp |
| Employer contribution / active EE | $2,144 | $1,457+47.1% | $2,727-21.4% | $2,623-18.3% |
| Participant deferral / active EE | $10,189 | $2,731+273.1% | $4,519+125.4% | $4,346+134.5% |
| Admin fee / account holder | $695 | $2,209-68.5% | $6,149-88.7% | $1,942-64.2% |