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 | $21,668 | $82,664-73.8% | $125,339-82.7% | $68,494-68.4% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 34.34% | -5.97%+40.3pp | 572.05%-537.7pp | -7.84%+42.2pp |
| Employer contribution / active EE | $4,806 | $3,381+42.2% | $4,814-0.2% | $2,596+85.1% |
| Participant deferral / active EE | $11,541 | $6,110+88.9% | $7,446+55.0% | $4,027+186.6% |
| Admin fee / account holder | $1,553 | $6,275-75.2% | $10,010-84.5% | $5,403-71.2% |