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 | $56,824 | $89,753-36.7% | $107,525-47.2% | $84,808-33.0% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | 15.53% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $12,763 | $3,113+309.9% | $3,754+240.0% | $2,631+385.1% |
| Participant deferral / active EE | $5,111 | $4,056+26.0% | $5,116-0.1% | $4,212+21.4% |
| Admin fee / account holder | $22,104 | $7,222+206.1% | $8,919+147.8% | $7,344+201.0% |