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 | $27,117 | $74,888-63.8% | $71,209-61.9% | $142,382-81.0% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 20.31% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,112 | $2,854+44.1% | $2,721+51.1% | $4,299-4.3% |
| Participant deferral / active EE | $6,625 | $4,454+48.7% | $4,175+58.7% | $6,507+1.8% |
| Admin fee / account holder | $4,072 | $5,568-26.9% | $5,349-23.9% | $12,624-67.7% |