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 | $81,446-69.3% | $103,374-75.8% | $80,874-69.1% |
| Participation rate | 73.2% | 66.9%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 90.01% | 25.57%+64.4pp | 24.89%+65.1pp | 35.62%+54.4pp |
| Employer contribution / active EE | $2,853 | $3,107-8.2% | $3,869-26.3% | $2,756+3.5% |
| Participant deferral / active EE | $5,088 | $3,870+31.5% | $5,058+0.6% | $4,297+18.4% |
| Admin fee / account holder | $5,209 | $6,715-22.4% | $8,394-37.9% | $6,935-24.9% |