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 | $58,804 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 19.11% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $5,744 | $3,713+54.7% | $4,933+16.5% | $2,755+108.5% |
| Participant deferral / active EE | $7,921 | $6,644+19.2% | $8,070-1.8% | $4,296+84.4% |
| Admin fee / account holder | $5,764 | $7,941-27.4% | $12,998-55.7% | $6,918-16.7% |