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 | $29,718 | $77,314-61.6% | $177,989-83.3% | $80,856-63.2% |
| Participation rate | 98.5% | 65.7%+32.8pp | 77.1%+21.4pp | 67.6%+30.9pp |
| Annual return | 39.91% | 18.09%+21.8pp | 294.48%-254.6pp | 35.59%+4.3pp |
| Employer contribution / active EE | $5,602 | $2,292+144.4% | $3,949+41.9% | $2,755+103.4% |
| Participant deferral / active EE | $9,281 | $4,411+110.4% | $6,276+47.9% | $4,296+116.1% |
| Admin fee / account holder | $4,918 | $7,191-31.6% | $10,363-52.5% | $6,918-28.9% |