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 | $60,823 | $53,127+14.5% | $86,590-29.8% | $70,131-13.3% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 15.08% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,278 | $2,068+58.5% | $2,839+15.4% | $2,342+39.9% |
| Participant deferral / active EE | $2,105 | $2,696-21.9% | $3,609-41.7% | $3,332-36.8% |
| Admin fee / account holder | $3,391 | $3,585-5.4% | $4,906-30.9% | $4,645-27.0% |