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 4-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 | $43,926 | $77,503-43.3% | $100,391-56.2% | $80,856-45.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 20.86% | 37.20%-16.3pp | 49.20%-28.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $5,934 | $2,801+111.9% | $3,942+50.5% | $2,755+115.4% |
| Participant deferral / active EE | $12,212 | $6,820+79.1% | $8,082+51.1% | $4,296+184.3% |
| Admin fee / account holder | $1,844 | $5,897-68.7% | $7,899-76.7% | $6,918-73.4% |