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 | $55,998 | $83,477-32.9% | $125,175-55.3% | $72,985-23.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.16% | 25.78%+0.4pp | 43.79%-17.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $6,968 | $2,345+197.1% | $3,865+80.3% | $2,440+185.6% |
| Participant deferral / active EE | $4,670 | $3,585+30.3% | $4,937-5.4% | $3,607+29.5% |
| Admin fee / account holder | $6,110 | $5,517+10.7% | $9,702-37.0% | $5,124+19.2% |