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 4-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 | $50,068 | $142,382-64.8% | $34,907+43.4% | $142,382-64.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 91.7%+8.3pp | 80.1%+19.9pp |
| Annual return | 15.96% | 217.08%-201.1pp | 17.16%-1.2pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,859 | $4,299-10.2% | $2,989+29.1% | $4,299-10.2% |
| Participant deferral / active EE | $8,756 | $6,507+34.6% | $6,251+40.1% | $6,507+34.6% |
| Admin fee / account holder | $17,721 | $12,624+40.4% | $8,862+100.0% | $12,624+40.4% |