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 | $78,364 | $109,881-28.7% | $150,045-47.8% | $84,808-7.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.52% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,515 | $3,561-1.3% | $4,693-25.1% | $2,631+33.6% |
| Participant deferral / active EE | $4,460 | $6,636-32.8% | $7,997-44.2% | $4,212+5.9% |
| Admin fee / account holder | $5,489 | $8,568-35.9% | $13,435-59.1% | $7,344-25.3% |