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 | $48,503 | $109,881-55.9% | $150,045-67.7% | $84,808-42.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 27.40% | 28.25%-0.9pp | 62.55%-35.2pp | 40.90%-13.5pp |
| Employer contribution / active EE | $5,275 | $3,561+48.1% | $4,693+12.4% | $2,631+100.5% |
| Participant deferral / active EE | $12,263 | $6,636+84.8% | $7,997+53.3% | $4,212+191.2% |
| Admin fee / account holder | $7,782 | $8,568-9.2% | $13,435-42.1% | $7,344+6.0% |