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 | $58,881 | $95,453-38.3% | $112,040-47.4% | $82,448-28.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.66% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,464 | $2,318+135.7% | $2,954+85.0% | $2,551+114.2% |
| Participant deferral / active EE | $13,432 | $4,224+218.0% | $5,098+163.5% | $4,139+224.5% |
| Admin fee / account holder | $20,081 | $9,013+122.8% | $12,098+66.0% | $7,234+177.6% |