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 | $29,632 | $73,787-59.8% | $98,716-70.0% | $82,448-64.1% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.3%+25.6pp | 68.1%+26.8pp |
| Annual return | 35.73% | 18.57%+17.2pp | 31.81%+3.9pp | 41.64%-5.9pp |
| Employer contribution / active EE | $5,799 | $1,511+283.7% | $2,279+154.5% | $2,551+127.3% |
| Participant deferral / active EE | $10,032 | $3,081+225.6% | $4,048+147.8% | $4,139+142.4% |
| Admin fee / account holder | $895 | $6,500-86.2% | $8,703-89.7% | $7,234-87.6% |