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 | $48,768 | $68,719-29.0% | $91,541-46.7% | $84,808-42.5% |
| Participation rate | 94.7% | 64.5%+30.2pp | 69.8%+25.0pp | 68.3%+26.4pp |
| Annual return | 24.46% | 19.12%+5.3pp | 20.50%+4.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $5,133 | $1,920+167.4% | $2,505+105.0% | $2,631+95.1% |
| Participant deferral / active EE | $12,502 | $3,136+298.7% | $4,008+211.9% | $4,212+196.9% |
| Admin fee / account holder | $786 | $5,786-86.4% | $6,956-88.7% | $7,344-89.3% |