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 | $20,972 | $124,425-83.1% | $112,040-81.3% | $137,256-84.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.74% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,884 | $3,411+43.2% | $2,954+65.3% | $4,156+17.5% |
| Participant deferral / active EE | $13,236 | $5,718+131.5% | $5,098+159.6% | $6,407+106.6% |
| Admin fee / account holder | $78,418 | $15,207+415.7% | $12,098+548.2% | $12,270+539.1% |