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 | $86,164 | $101,724-15.3% | $164,813-47.7% | $80,856+6.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 30.82% | 16.72%+14.1pp | 69.93%-39.1pp | 35.59%-4.8pp |
| Employer contribution / active EE | $2,036 | $2,953-31.1% | $4,341-53.1% | $2,755-26.1% |
| Participant deferral / active EE | $5,996 | $4,477+33.9% | $6,031-0.6% | $4,296+39.6% |
| Admin fee / account holder | $3,114 | $8,227-62.1% | $12,690-75.5% | $6,918-55.0% |