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 | $25,664 | $98,750-74.0% | $149,696-82.9% | $79,858-67.9% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 26.06% | 27.43%-1.4pp | 276.60%-250.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $3,230 | $3,216+0.4% | $4,644-30.4% | $2,471+30.7% |
| Participant deferral / active EE | $8,731 | $5,680+53.7% | $6,842+27.6% | $3,740+133.4% |
| Admin fee / account holder | $4,406 | $6,053-27.2% | $9,309-52.7% | $5,306-17.0% |