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 | $84,649 | $109,881-23.0% | $150,045-43.6% | $84,808-0.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.24% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,586 | $3,561+56.9% | $4,693+19.0% | $2,631+112.3% |
| Participant deferral / active EE | $13,162 | $6,636+98.3% | $7,997+64.6% | $4,212+212.5% |
| Admin fee / account holder | $8,225 | $8,568-4.0% | $13,435-38.8% | $7,344+12.0% |