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 | $75,665 | $114,381-33.8% | $107,525-29.6% | $142,382-46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.32% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,925 | $4,015-2.2% | $3,754+4.6% | $4,299-8.7% |
| Participant deferral / active EE | $12,140 | $5,564+118.2% | $5,116+137.3% | $6,507+86.6% |
| Admin fee / account holder | $4,392 | $9,860-55.5% | $8,919-50.8% | $12,624-65.2% |