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 | $73,523 | $102,245-28.1% | $89,340-17.7% | $137,256-46.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.80% | 21.89%-2.1pp | 20.57%-0.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $7,126 | $2,529+181.8% | $2,231+219.4% | $4,156+71.5% |
| Participant deferral / active EE | $10,608 | $4,436+139.1% | $3,823+177.5% | $6,407+65.6% |
| Admin fee / account holder | $8,451 | $8,085+4.5% | $6,704+26.1% | $12,270-31.1% |