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 | $67,894-51.5% | $89,340-63.1% | $82,448-60.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 24.51% | 19.21%+5.3pp | 20.57%+3.9pp | 41.64%-17.1pp |
| Employer contribution / active EE | $4,928 | $1,828+169.6% | $2,231+120.8% | $2,551+93.2% |
| Participant deferral / active EE | $8,700 | $3,072+183.2% | $3,823+127.6% | $4,139+110.2% |
| Admin fee / account holder | $1,301 | $5,723-77.3% | $6,704-80.6% | $7,234-82.0% |