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 | $48,554 | $93,571-48.1% | $135,903-64.3% | $75,163-35.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.08% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,973 | $3,537+68.9% | $4,856+23.0% | $2,670+123.7% |
| Participant deferral / active EE | $8,777 | $6,404+37.1% | $7,758+13.1% | $4,125+112.8% |
| Admin fee / account holder | $3,062 | $6,975-56.1% | $10,762-71.5% | $5,651-45.8% |