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 | $84,176 | $95,803-12.1% | $113,168-25.6% | $84,808-0.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.50% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,928 | $2,360+193.6% | $2,975+132.8% | $2,631+163.3% |
| Participant deferral / active EE | $16,228 | $4,242+282.6% | $5,107+217.8% | $4,212+285.3% |
| Admin fee / account holder | $4,722 | $8,989-47.5% | $12,068-60.9% | $7,344-35.7% |