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 | $16,777 | $112,729-85.1% | $98,716-83.0% | $137,256-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.79% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,032 | $2,725+84.6% | $2,279+120.8% | $4,156+21.1% |
| Participant deferral / active EE | $6,768 | $4,640+45.8% | $4,048+67.2% | $6,407+5.6% |
| Admin fee / account holder | $5,840 | $10,129-42.3% | $8,703-32.9% | $12,270-52.4% |