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 | $41,193 | $109,881-62.5% | $150,045-72.5% | $84,808-51.4% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,576 | $3,561-55.8% | $4,693-66.4% | $2,631-40.1% |
| Participant deferral / active EE | $4,724 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $564 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |