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 | $41,050 | $83,902-51.1% | $167,512-75.5% | $84,808-51.6% |
| Participation rate | 72.1% | 66.5%+5.6pp | 77.1%-5.0pp | 68.3%+3.8pp |
| Annual return | 19.72% | 91.55%-71.8pp | 1615.79%-1596.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,304 | $2,264+1.8% | $3,882-40.6% | $2,631-12.4% |
| Participant deferral / active EE | $6,867 | $4,442+54.6% | $6,405+7.2% | $4,212+63.0% |
| Admin fee / account holder | $4,828 | $7,915-39.0% | $9,769-50.6% | $7,344-34.3% |