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 6-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 | $36,734 | $95,803-61.7% | $113,168-67.5% | $84,808-56.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 23.56% | 25.00%-1.4pp | 24.27%-0.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,189 | $2,360+35.1% | $2,975+7.2% | $2,631+21.2% |
| Participant deferral / active EE | $5,415 | $4,242+27.7% | $5,107+6.0% | $4,212+28.6% |
| Admin fee / account holder | $919 | $8,989-89.8% | $12,068-92.4% | $7,344-87.5% |