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 | $30,413 | $104,974-71.0% | $95,585-68.2% | $142,382-78.6% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 20.44% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,473 | $2,779+97.0% | $2,527+116.6% | $4,299+27.3% |
| Participant deferral / active EE | $6,608 | $4,352+51.8% | $4,023+64.3% | $6,507+1.5% |
| Admin fee / account holder | $1,541 | $6,386-75.9% | $6,127-74.8% | $12,624-87.8% |