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 | $32,837 | $51,576-36.3% | $129,207-74.6% | $80,856-59.4% |
| Participation rate | 73.5% | 57.0%+16.6pp | 69.6%+3.9pp | 67.6%+5.9pp |
| Annual return | 18.45% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,199 | $1,584+102.0% | $4,153-23.0% | $2,755+16.1% |
| Participant deferral / active EE | $5,967 | $2,669+123.6% | $4,168+43.2% | $4,296+38.9% |
| Admin fee / account holder | $347 | $4,305-91.9% | $7,715-95.5% | $6,918-95.0% |