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 | $44,253 | $80,717-45.2% | $154,803-71.4% | $84,808-47.8% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 15.10% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,349 | $2,761-14.9% | $4,305-45.4% | $2,631-10.7% |
| Participant deferral / active EE | $5,886 | $3,303+78.2% | $5,540+6.2% | $4,212+39.8% |
| Admin fee / account holder | $2,749 | $6,746-59.2% | $14,329-80.8% | $7,344-62.6% |