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 4-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 | $49,277 | $109,881-55.2% | $150,045-67.2% | $84,808-41.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.95% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,839 | $3,561+35.9% | $4,693+3.1% | $2,631+83.9% |
| Participant deferral / active EE | $9,129 | $6,636+37.6% | $7,997+14.2% | $4,212+116.8% |
| Admin fee / account holder | $3,933 | $8,568-54.1% | $13,435-70.7% | $7,344-46.4% |