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 4-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 | $24,971 | $81,460-69.3% | $103,333-75.8% | $80,856-69.1% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 90.01% | 25.55%+64.5pp | 24.88%+65.1pp | 35.59%+54.4pp |
| Employer contribution / active EE | $2,853 | $3,105-8.1% | $3,868-26.2% | $2,755+3.6% |
| Participant deferral / active EE | $5,088 | $3,869+31.5% | $5,057+0.6% | $4,296+18.5% |
| Admin fee / account holder | $5,209 | $6,566-20.7% | $8,355-37.7% | $6,918-24.7% |