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 3-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 | $67,891 | $100,923-32.7% | $150,045-54.8% | $74,304-8.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 29.91% | 51.77%-21.9pp | 62.55%-32.6pp | 29.43%+0.5pp |
| Employer contribution / active EE | $5,918 | $3,463+70.9% | $4,693+26.1% | $2,241+164.1% |
| Participant deferral / active EE | $8,380 | $6,709+24.9% | $7,997+4.8% | $3,767+122.5% |
| Admin fee / account holder | $7,378 | $2,767+166.6% | $13,435-45.1% | $2,969+148.5% |