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 | $73,899 | $81,460-9.3% | $103,333-28.5% | $80,856-8.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.58% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $10,982 | $3,105+253.7% | $3,868+183.9% | $2,755+298.6% |
| Participant deferral / active EE | $8,336 | $3,869+115.5% | $5,057+64.8% | $4,296+94.1% |
| Admin fee / account holder | $10,056 | $6,566+53.1% | $8,355+20.4% | $6,918+45.4% |