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 | $21,900 | $63,703-65.6% | $93,063-76.5% | $82,448-73.4% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.1%+27.9pp |
| Annual return | 23.15% | -775.43%+798.6pp | 34.15%-11.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $4,843 | $1,729+180.2% | $2,476+95.6% | $2,551+89.8% |
| Participant deferral / active EE | $8,056 | $2,919+176.0% | $3,958+103.5% | $4,139+94.6% |
| Admin fee / account holder | $3,424 | $5,982-42.8% | $6,033-43.2% | $7,234-52.7% |