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 | $51,701 | $83,902-38.4% | $167,512-69.1% | $84,808-39.0% |
| Participation rate | 92.5% | 66.5%+26.0pp | 77.1%+15.4pp | 68.3%+24.1pp |
| Annual return | 20.43% | 91.55%-71.1pp | 1615.79%-1595.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,858 | $2,264+70.4% | $3,882-0.6% | $2,631+46.6% |
| Participant deferral / active EE | $9,952 | $4,442+124.0% | $6,405+55.4% | $4,212+136.3% |
| Admin fee / account holder | $3,750 | $7,915-52.6% | $9,769-61.6% | $7,344-48.9% |