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 | $127,065-83.5% | $113,168-81.5% | $142,382-85.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.74% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,884 | $3,442+41.9% | $2,975+64.2% | $4,299+13.6% |
| Participant deferral / active EE | $13,236 | $5,716+131.5% | $5,107+159.2% | $6,507+103.4% |
| Admin fee / account holder | $78,418 | $15,736+398.3% | $12,068+549.8% | $12,624+521.2% |