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 | $58,757 | $89,753-34.5% | $107,525-45.4% | $84,808-30.7% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 27.57% | 29.48%-1.9pp | 181.32%-153.7pp | 40.90%-13.3pp |
| Employer contribution / active EE | $2,854 | $3,113-8.3% | $3,754-24.0% | $2,631+8.5% |
| Participant deferral / active EE | $5,864 | $4,056+44.6% | $5,116+14.6% | $4,212+39.2% |
| Admin fee / account holder | $1,604 | $7,222-77.8% | $8,919-82.0% | $7,344-78.2% |