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 | $37,976 | $80,673-52.9% | $101,326-62.5% | $84,808-55.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 22.58% | 38.95%-16.4pp | 36.82%-14.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,110 | $2,698+52.4% | $3,665+12.1% | $2,631+56.2% |
| Participant deferral / active EE | $8,746 | $6,840+27.9% | $7,994+9.4% | $4,212+107.7% |
| Admin fee / account holder | $3,425 | $12,784-73.2% | $11,185-69.4% | $7,344-53.4% |