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 | $47,486 | $118,450-59.9% | $98,439-51.8% | $139,434-65.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 13.73% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,426 | $3,609-32.8% | $3,048-20.4% | $4,751-48.9% |
| Participant deferral / active EE | $6,862 | $5,392+27.3% | $4,738+44.8% | $6,710+2.3% |
| Admin fee / account holder | $27,888 | $14,026+98.8% | $8,948+211.7% | $11,403+144.6% |