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 | $87,037-21.3% | $106,201-35.5% | $80,874-15.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.72% | 17.05%-1.3pp | 116.26%-100.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $3,887 | $2,396+62.2% | $3,170+22.6% | $2,756+41.1% |
| Participant deferral / active EE | $9,753 | $3,986+144.7% | $5,012+94.6% | $4,297+127.0% |
| Admin fee / account holder | $17,697 | $8,434+109.8% | $11,039+60.3% | $6,935+155.2% |