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 | $78,100 | $117,983-33.8% | $101,794-23.3% | $142,382-45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 30.77% | 36.92%-6.2pp | 30.53%+0.2pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,760 | $2,773-36.5% | $2,289-23.1% | $4,299-59.1% |
| Participant deferral / active EE | $3,758 | $4,714-20.3% | $4,084-8.0% | $6,507-42.2% |
| Admin fee / account holder | $3,464 | $10,433-66.8% | $8,777-60.5% | $12,624-72.6% |