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 | $28,404 | $97,125-70.8% | $86,233-67.1% | $137,256-79.3% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 20.76% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,449 | $2,841+56.6% | $2,504+77.7% | $4,156+7.1% |
| Participant deferral / active EE | $6,874 | $5,180+32.7% | $4,559+50.8% | $6,407+7.3% |
| Admin fee / account holder | $1,693 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |