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 | $29,064 | $78,520-63.0% | $96,576-69.9% | $82,448-64.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 36.77% | 41.30%-4.5pp | 38.47%-1.7pp | 41.64%-4.9pp |
| Employer contribution / active EE | $4,015 | $2,630+52.7% | $3,553+13.0% | $2,551+57.4% |
| Participant deferral / active EE | $7,546 | $6,754+11.7% | $7,956-5.2% | $4,139+82.3% |
| Admin fee / account holder | $3,635 | $13,455-73.0% | $11,381-68.1% | $7,234-49.8% |