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 8-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 | $49,373 | $94,625-47.8% | $116,228-57.5% | $84,808-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.08% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,376 | $2,347+43.9% | $2,994+12.7% | $2,631+28.3% |
| Participant deferral / active EE | $8,199 | $3,972+106.4% | $4,953+65.5% | $4,212+94.7% |
| Admin fee / account holder | $4,672 | $10,091-53.7% | $11,989-61.0% | $7,344-36.4% |