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 | $45,013 | $95,266-52.8% | $82,389-45.4% | $142,382-68.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 18.75% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,439 | $2,991-18.4% | $2,517-3.1% | $4,299-43.3% |
| Participant deferral / active EE | $9,809 | $4,809+104.0% | $4,155+136.1% | $6,507+50.7% |
| Admin fee / account holder | $10,233 | $8,563+19.5% | $7,231+41.5% | $12,624-18.9% |