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 | $78,642 | $127,065-38.1% | $113,168-30.5% | $142,382-44.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.89% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,123 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $11,884 | $5,716+107.9% | $5,107+132.7% | $6,507+82.6% |
| Admin fee / account holder | $22,321 | $15,736+41.8% | $12,068+85.0% | $12,624+76.8% |