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 | $41,330 | $100,773-59.0% | $88,946-53.5% | $142,382-71.0% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 14.38% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,284 | $2,918-21.7% | $2,555-10.6% | $4,299-46.9% |
| Participant deferral / active EE | $3,546 | $5,230-32.2% | $4,581-22.6% | $6,507-45.5% |
| Admin fee / account holder | $114,127 | $9,693+1077.4% | $8,261+1281.5% | $12,624+804.1% |