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 3-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 | $65,710 | $80,968-18.8% | $96,544-31.9% | $75,163-12.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.05% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,455 | $2,282+51.4% | $2,965+16.5% | $2,670+29.4% |
| Participant deferral / active EE | $7,104 | $3,928+80.9% | $4,851+46.5% | $4,125+72.2% |
| Admin fee / account holder | $12,377 | $6,724+84.1% | $8,252+50.0% | $5,651+119.0% |