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 | $35,201 | $117,983-70.2% | $101,794-65.4% | $142,382-75.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.59% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,939 | $2,773+186.3% | $2,289+246.9% | $4,299+84.7% |
| Participant deferral / active EE | $3,242 | $4,714-31.2% | $4,084-20.6% | $6,507-50.2% |
| Admin fee / account holder | $4,914 | $10,433-52.9% | $8,777-44.0% | $12,624-61.1% |