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 | $31,656 | $80,968-60.9% | $96,544-67.2% | $75,163-57.9% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 14.78% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $6,249 | $2,282+173.9% | $2,965+110.8% | $2,670+134.1% |
| Participant deferral / active EE | $3,643 | $3,928-7.2% | $4,851-24.9% | $4,125-11.7% |
| Admin fee / account holder | $1,743 | $6,724-74.1% | $8,252-78.9% | $5,651-69.2% |