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 | $36,418 | $80,673-54.9% | $101,326-64.1% | $84,808-57.1% |
| Participation rate | 96.7% | 77.8%+18.9pp | 81.5%+15.2pp | 68.3%+28.4pp |
| Annual return | 33.61% | 38.95%-5.3pp | 36.82%-3.2pp | 40.90%-7.3pp |
| Employer contribution / active EE | $4,445 | $2,698+64.8% | $3,665+21.3% | $2,631+69.0% |
| Participant deferral / active EE | $9,501 | $6,840+38.9% | $7,994+18.9% | $4,212+125.6% |
| Admin fee / account holder | $4,634 | $12,784-63.8% | $11,185-58.6% | $7,344-36.9% |