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 | $65,362 | $89,753-27.2% | $107,525-39.2% | $84,808-22.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.97% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $6,924 | $3,113+122.4% | $3,754+84.5% | $2,631+163.2% |
| Participant deferral / active EE | $9,437 | $4,056+132.7% | $5,116+84.5% | $4,212+124.1% |
| Admin fee / account holder | $2,226 | $7,222-69.2% | $8,919-75.0% | $7,344-69.7% |