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 6-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 | $48,354 | $59,839-19.2% | $81,983-41.0% | $79,858-39.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 25.13% | 17.56%+7.6pp | 41.31%-16.2pp | 31.71%-6.6pp |
| Employer contribution / active EE | $5,937 | $1,713+246.5% | $2,498+137.7% | $2,471+140.3% |
| Participant deferral / active EE | $7,635 | $2,695+183.3% | $3,722+105.1% | $3,740+104.1% |
| Admin fee / account holder | $1,035 | $4,287-75.9% | $5,664-81.7% | $5,306-80.5% |