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 | $134,176 | $91,407+46.8% | $135,903-1.3% | $71,457+87.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.14% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,456 | $3,703-60.7% | $4,856-70.0% | $2,588-43.7% |
| Participant deferral / active EE | $5,820 | $7,092-17.9% | $7,758-25.0% | $4,289+35.7% |
| Admin fee / account holder | $900 | $1,266-28.9% | $10,762-91.6% | $1,587-43.3% |