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 | $80,673-5.2% | $101,326-24.5% | $84,808-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 21.08% | 38.95%-17.9pp | 36.82%-15.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,189 | $2,698+55.3% | $3,665+14.3% | $2,631+59.2% |
| Participant deferral / active EE | $13,312 | $6,840+94.6% | $7,994+66.5% | $4,212+216.1% |
| Admin fee / account holder | $7,011 | $12,784-45.2% | $11,185-37.3% | $7,344-4.5% |