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 | $76,487 | $78,520-2.6% | $96,576-20.8% | $82,448-7.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 21.08% | 41.30%-20.2pp | 38.47%-17.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $4,189 | $2,630+59.3% | $3,553+17.9% | $2,551+64.2% |
| Participant deferral / active EE | $13,312 | $6,754+97.1% | $7,956+67.3% | $4,139+221.6% |
| Admin fee / account holder | $7,011 | $13,455-47.9% | $11,381-38.4% | $7,234-3.1% |