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 | $62,055 | $148,978-58.3% | $200,582-69.1% | $84,808-26.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.12% | 28.16%-8.0pp | 42.33%-22.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $8,435 | $4,815+75.2% | $6,419+31.4% | $2,631+220.6% |
| Participant deferral / active EE | $20,250 | $7,142+183.5% | $9,331+117.0% | $4,212+380.8% |
| Admin fee / account holder | $10,716 | $13,977-23.3% | $16,305-34.3% | $7,344+45.9% |