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 | $119,622 | $95,803+24.9% | $113,168+5.7% | $84,808+41.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.53% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,933 | $2,360+24.3% | $2,975-1.4% | $2,631+11.5% |
| Participant deferral / active EE | $8,158 | $4,242+92.3% | $5,107+59.7% | $4,212+93.7% |
| Admin fee / account holder | $10,005 | $8,989+11.3% | $12,068-17.1% | $7,344+36.2% |