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 | $102,434 | $192,717-46.8% | $142,449-28.1% | $139,434-26.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 22.38% | 17.99%+4.4pp | 19.99%+2.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,074 | $5,806-47.1% | $4,847-36.6% | $4,751-35.3% |
| Participant deferral / active EE | $9,008 | $7,208+25.0% | $6,283+43.4% | $6,710+34.2% |
| Admin fee / account holder | $4,879 | $15,124-67.7% | $10,011-51.3% | $11,403-57.2% |