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 | $30,090 | $71,050-57.6% | $93,606-67.9% | $80,856-62.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.78% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,131 | $1,564+100.3% | $2,420+29.4% | $2,755+13.7% |
| Participant deferral / active EE | $7,068 | $4,034+75.2% | $4,411+60.2% | $4,296+64.5% |
| Admin fee / account holder | $3,936 | $6,945-43.3% | $8,285-52.5% | $6,918-43.1% |