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 3-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 | $32,957 | $68,719-52.0% | $91,541-64.0% | $84,808-61.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 24.51% | 19.12%+5.4pp | 20.50%+4.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,928 | $1,920+156.7% | $2,505+96.8% | $2,631+87.3% |
| Participant deferral / active EE | $8,700 | $3,136+177.5% | $4,008+117.1% | $4,212+106.6% |
| Admin fee / account holder | $1,301 | $5,786-77.5% | $6,956-81.3% | $7,344-82.3% |