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 | $40,651 | $95,416-57.4% | $185,823-78.1% | $85,850-52.6% |
| Participation rate | 81.0% | 68.8%+12.2pp | 81.7%-0.7pp | 69.3%+11.6pp |
| Annual return | 15.49% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,594 | $3,314+8.5% | $5,167-30.4% | $2,565+40.1% |
| Participant deferral / active EE | $4,461 | $3,423+30.3% | $5,568-19.9% | $3,952+12.9% |
| Admin fee / account holder | $678 | $7,213-90.6% | $16,237-95.8% | $6,260-89.2% |