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 | $31,230 | $81,460-61.7% | $103,333-69.8% | $80,856-61.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.57% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,986 | $3,105+28.4% | $3,868+3.1% | $2,755+44.7% |
| Participant deferral / active EE | $5,501 | $3,869+42.2% | $5,057+8.8% | $4,296+28.0% |
| Admin fee / account holder | $7,465 | $6,566+13.7% | $8,355-10.7% | $6,918+7.9% |