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 | $56,423 | $109,881-48.7% | $150,045-62.4% | $84,808-33.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.00% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,447 | $3,561+24.9% | $4,693-5.2% | $2,631+69.0% |
| Participant deferral / active EE | $12,724 | $6,636+91.7% | $7,997+59.1% | $4,212+202.1% |
| Admin fee / account holder | $9,935 | $8,568+16.0% | $13,435-26.0% | $7,344+35.3% |