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 | $45,644 | $54,705-16.6% | $71,209-35.9% | $84,808-46.2% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 20.70% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $5,696 | $2,158+164.0% | $2,721+109.3% | $2,631+116.5% |
| Participant deferral / active EE | $6,543 | $3,030+115.9% | $4,175+56.7% | $4,212+55.4% |
| Admin fee / account holder | $9,256 | $4,863+90.3% | $5,349+73.0% | $7,344+26.0% |