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 | $54,090 | $109,881-50.8% | $150,045-64.0% | $84,808-36.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 61.24% | 28.25%+33.0pp | 62.55%-1.3pp | 40.90%+20.3pp |
| Employer contribution / active EE | $5,367 | $3,561+50.7% | $4,693+14.3% | $2,631+104.0% |
| Participant deferral / active EE | $10,304 | $6,636+55.3% | $7,997+28.8% | $4,212+144.7% |
| Admin fee / account holder | $1,608 | $8,568-81.2% | $13,435-88.0% | $7,344-78.1% |