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 | $69,282 | $109,881-36.9% | $150,045-53.8% | $84,808-18.3% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 28.14% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $4,256 | $3,561+19.5% | $4,693-9.3% | $2,631+61.8% |
| Participant deferral / active EE | $9,813 | $6,636+47.9% | $7,997+22.7% | $4,212+133.0% |
| Admin fee / account holder | $1,700 | $8,568-80.2% | $13,435-87.3% | $7,344-76.8% |