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 6-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 | $49,765 | $114,381-56.5% | $107,525-53.7% | $142,382-65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,622 | $4,015+40.0% | $3,754+49.8% | $4,299+30.8% |
| Participant deferral / active EE | $9,263 | $5,564+66.5% | $5,116+81.1% | $6,507+42.3% |
| Admin fee / account holder | $9,496 | $9,860-3.7% | $8,919+6.5% | $12,624-24.8% |