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 | $60,938 | $81,233-25.0% | $155,567-60.8% | $80,874-24.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.90% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,080 | $3,101-0.7% | $4,674-34.1% | $2,756+11.8% |
| Participant deferral / active EE | $6,852 | $3,452+98.5% | $5,628+21.8% | $4,297+59.5% |
| Admin fee / account holder | $549 | $7,998-93.1% | $15,916-96.5% | $6,935-92.1% |