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 | $54,578 | $73,787-26.0% | $98,716-44.7% | $82,448-33.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 23.73% | 18.57%+5.2pp | 31.81%-8.1pp | 41.64%-17.9pp |
| Employer contribution / active EE | $9,878 | $1,511+553.6% | $2,279+333.5% | $2,551+287.2% |
| Participant deferral / active EE | $11,763 | $3,081+281.7% | $4,048+190.6% | $4,139+184.2% |
| Admin fee / account holder | $4,577 | $6,500-29.6% | $8,703-47.4% | $7,234-36.7% |