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 | $61,484 | $138,347-55.6% | $184,203-66.6% | $80,856-24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,140 | $4,850+47.2% | $6,427+11.1% | $2,755+159.2% |
| Participant deferral / active EE | $15,227 | $7,071+115.3% | $9,131+66.8% | $4,296+254.5% |
| Admin fee / account holder | $10,997 | $10,483+4.9% | $13,901-20.9% | $6,918+59.0% |