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 | $50,574 | $107,452-52.9% | $91,541-44.8% | $142,382-64.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.76% | 22.06%-10.3pp | 20.50%-8.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,673 | $2,994+56.1% | $2,505+86.6% | $4,299+8.7% |
| Participant deferral / active EE | $7,756 | $4,754+63.1% | $4,008+93.5% | $6,507+19.2% |
| Admin fee / account holder | $38,097 | $8,834+331.2% | $6,956+447.7% | $12,624+201.8% |