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 7-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 | $57,162 | $72,277-20.9% | $101,248-43.5% | $79,858-28.4% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.9pp |
| Annual return | 36.70% | 22.30%+14.4pp | 46.47%-9.8pp | 31.71%+5.0pp |
| Employer contribution / active EE | $28,285 | $2,692+950.9% | $3,660+672.9% | $2,471+1044.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,263 | $4,400+110.5% | $5,945+55.8% | $5,306+74.6% |