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 | $53,390 | $54,701-2.4% | $86,188-38.1% | $71,457-25.3% |
| Participation rate | 70.0% | 60.1%+9.9pp | 69.0%+1.0pp | 67.9%+2.1pp |
| Annual return | 15.76% | 20.06%-4.3pp | 1168.45%-1152.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,973 | $1,265+56.0% | $2,380-17.1% | $2,588-23.7% |
| Participant deferral / active EE | $5,704 | $3,108+83.5% | $3,985+43.1% | $4,289+33.0% |
| Admin fee / account holder | $2,416 | $1,922+25.7% | $6,852-64.7% | $1,587+52.2% |