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 9-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 | $41,228 | $98,750-58.2% | $149,696-72.5% | $79,858-48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.19% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,552 | $3,216+72.6% | $4,644+19.6% | $2,471+124.7% |
| Participant deferral / active EE | $3,080 | $5,680-45.8% | $6,842-55.0% | $3,740-17.7% |
| Admin fee / account holder | $4,815 | $6,053-20.4% | $9,309-48.3% | $5,306-9.3% |