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 | $38,280 | $48,795-21.6% | $65,493-41.6% | $84,808-54.9% |
| Participation rate | 90.3% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+22.0pp |
| Annual return | 21.55% | 20.20%+1.4pp | 982.45%-960.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,779 | $1,930+44.0% | $2,574+8.0% | $2,631+5.6% |
| Participant deferral / active EE | $4,785 | $2,928+63.4% | $3,961+20.8% | $4,212+13.6% |
| Admin fee / account holder | $1,835 | $3,877-52.7% | $5,028-63.5% | $7,344-75.0% |