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 | $54,839 | $124,185-55.8% | $108,410-49.4% | $167,490-67.3% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 14.65% | 1379.64%-1365.0pp | 905.27%-890.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,037 | $4,187-27.5% | $3,558-14.6% | $4,837-37.2% |
| Participant deferral / active EE | $9,275 | $6,908+34.3% | $6,563+41.3% | $6,341+46.3% |
| Admin fee / account holder | $1,017 | $9,455-89.2% | $7,295-86.1% | $12,309-91.7% |