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 | $55,294 | $109,881-49.7% | $150,045-63.1% | $84,808-34.8% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 43.09% | 28.25%+14.8pp | 62.55%-19.5pp | 40.90%+2.2pp |
| Employer contribution / active EE | $3,651 | $3,561+2.5% | $4,693-22.2% | $2,631+38.8% |
| Participant deferral / active EE | $10,853 | $6,636+63.5% | $7,997+35.7% | $4,212+157.7% |
| Admin fee / account holder | $6,431 | $8,568-24.9% | $13,435-52.1% | $7,344-12.4% |