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 6-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 | $97,981 | $127,065-22.9% | $113,168-13.4% | $142,382-31.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.04% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,709 | $3,442+36.8% | $2,975+58.3% | $4,299+9.5% |
| Participant deferral / active EE | $15,122 | $5,716+164.5% | $5,107+196.1% | $6,507+132.4% |
| Admin fee / account holder | $4,485 | $15,736-71.5% | $12,068-62.8% | $12,624-64.5% |