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 | $43,038 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,343 | $4,015+107.8% | $3,754+122.3% | $4,299+94.1% |
| Participant deferral / active EE | $3,487 | $5,564-37.3% | $5,116-31.8% | $6,507-46.4% |
| Admin fee / account holder | $308 | $9,860-96.9% | $8,919-96.5% | $12,624-97.6% |