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 | $91,244 | $114,381-20.2% | $107,525-15.1% | $142,382-35.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.51% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,800 | $4,015+44.5% | $3,754+54.5% | $4,299+34.9% |
| Participant deferral / active EE | $9,066 | $5,564+62.9% | $5,116+77.2% | $6,507+39.3% |
| Admin fee / account holder | $3,549 | $9,860-64.0% | $8,919-60.2% | $12,624-71.9% |