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 | $81,650 | $95,803-14.8% | $113,168-27.9% | $84,808-3.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.61% | 25.00%-2.4pp | 24.27%-1.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,204 | $2,360+35.8% | $2,975+7.7% | $2,631+21.8% |
| Participant deferral / active EE | $7,112 | $4,242+67.6% | $5,107+39.3% | $4,212+68.9% |
| Admin fee / account holder | $12,199 | $8,989+35.7% | $12,068+1.1% | $7,344+66.1% |