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 | $21,156 | $80,717-73.8% | $154,803-86.3% | $84,808-75.1% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,212 | $2,761+52.5% | $4,305-2.2% | $2,631+60.1% |
| Participant deferral / active EE | $1,763 | $3,303-46.6% | $5,540-68.2% | $4,212-58.1% |
| Admin fee / account holder | $7,173 | $6,746+6.3% | $14,329-49.9% | $7,344-2.3% |