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 | $80,812-36.0% | $160,784-67.8% | $82,448-37.3% |
| Participation rate | 92.5% | 66.2%+26.2pp | 77.0%+15.5pp | 68.1%+24.4pp |
| Annual return | 20.43% | 100.59%-80.2pp | 1803.92%-1783.5pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,858 | $2,174+77.5% | $3,733+3.4% | $2,551+51.2% |
| Participant deferral / active EE | $9,952 | $4,335+129.5% | $6,293+58.1% | $4,139+140.4% |
| Admin fee / account holder | $3,750 | $7,695-51.3% | $9,717-61.4% | $7,234-48.2% |