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 | $63,254 | $138,347-54.3% | $184,203-65.7% | $80,856-21.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.12% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $12,767 | $4,850+163.2% | $6,427+98.6% | $2,755+363.4% |
| Participant deferral / active EE | $11,007 | $7,071+55.7% | $9,131+20.5% | $4,296+156.2% |
| Admin fee / account holder | $3,357 | $10,483-68.0% | $13,901-75.9% | $6,918-51.5% |