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 | $76,643 | $80,717-5.0% | $154,803-50.5% | $84,808-9.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.61% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,810 | $2,761+146.6% | $4,305+58.2% | $2,631+158.8% |
| Participant deferral / active EE | $5,709 | $3,303+72.8% | $5,540+3.0% | $4,212+35.6% |
| Admin fee / account holder | $349 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |