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 | $81,082 | $138,347-41.4% | $184,203-56.0% | $80,856+0.3% |
| Participation rate | 79.1% | 83.9%-4.8pp | 86.8%-7.7pp | 67.6%+11.4pp |
| Annual return | 23.55% | 20.02%+3.5pp | 28.81%-5.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $6,733 | $4,850+38.8% | $6,427+4.8% | $2,755+144.4% |
| Participant deferral / active EE | $15,595 | $7,071+120.6% | $9,131+70.8% | $4,296+263.0% |
| Admin fee / account holder | $4,673 | $10,483-55.4% | $13,901-66.4% | $6,918-32.5% |