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 | $51,647 | $52,681-2.0% | $75,781-31.8% | $59,632-13.4% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.1pp | 68.7%+15.2pp |
| Annual return | 58.65% | 2.95%+55.7pp | 9.68%+49.0pp | 2041.28%-1982.6pp |
| Employer contribution / active EE | $5,370 | $2,193+144.8% | $3,323+61.6% | $2,203+143.8% |
| Participant deferral / active EE | $4,409 | $2,591+70.2% | $3,651+20.7% | $3,192+38.1% |
| Admin fee / account holder | $1,096 | $3,610-69.6% | $5,299-79.3% | $4,297-74.5% |