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 7-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 | $55,900 | $157,256-64.5% | $141,162-60.4% | $152,861-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.94% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $7,422 | $5,261+41.1% | $4,735+56.8% | $4,762+55.9% |
| Participant deferral / active EE | $10,552 | $7,109+48.4% | $6,709+57.3% | $5,850+80.4% |
| Admin fee / account holder | $499 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |