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 3-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 | $55,739 | $124,425-55.2% | $112,040-50.3% | $137,256-59.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.26% | 24.72%-0.5pp | 24.52%-0.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $5,694 | $3,411+66.9% | $2,954+92.8% | $4,156+37.0% |
| Participant deferral / active EE | $13,075 | $5,718+128.6% | $5,098+156.5% | $6,407+104.1% |
| Admin fee / account holder | $547 | $15,207-96.4% | $12,098-95.5% | $12,270-95.5% |