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 | $49,805 | $89,753-44.5% | $107,525-53.7% | $84,808-41.3% |
| Participation rate | 71.1% | 68.1%+3.1pp | 75.1%-4.0pp | 68.3%+2.8pp |
| Annual return | 19.42% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,122 | $3,113+32.4% | $3,754+9.8% | $2,631+56.7% |
| Participant deferral / active EE | $2,401 | $4,056-40.8% | $5,116-53.1% | $4,212-43.0% |
| Admin fee / account holder | $2,546 | $7,222-64.7% | $8,919-71.5% | $7,344-65.3% |