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 | $88,832 | $114,381-22.3% | $107,525-17.4% | $142,382-37.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 19.65% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,130 | $4,015-22.0% | $3,754-16.6% | $4,299-27.2% |
| Participant deferral / active EE | $5,543 | $5,564-0.4% | $5,116+8.4% | $6,507-14.8% |
| Admin fee / account holder | $2,733 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |