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 | $68,505 | $87,013-21.3% | $106,213-35.5% | $80,856-15.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.72% | 17.05%-1.3pp | 116.14%-100.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,887 | $2,395+62.3% | $3,171+22.6% | $2,755+41.1% |
| Participant deferral / active EE | $9,753 | $3,986+144.7% | $5,016+94.4% | $4,296+127.0% |
| Admin fee / account holder | $17,697 | $8,431+109.9% | $11,033+60.4% | $6,918+155.8% |