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 | $39,859 | $109,881-63.7% | $150,045-73.4% | $84,808-53.0% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 18.33% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,592 | $3,561-27.2% | $4,693-44.8% | $2,631-1.5% |
| Participant deferral / active EE | $7,629 | $6,636+15.0% | $7,997-4.6% | $4,212+81.1% |
| Admin fee / account holder | $5,503 | $8,568-35.8% | $13,435-59.0% | $7,344-25.1% |