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 | $28,492 | $74,927-62.0% | $101,794-72.0% | $84,808-66.4% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.2pp | 68.3%+26.1pp |
| Annual return | 66.11% | 18.70%+47.4pp | 30.53%+35.6pp | 40.90%+25.2pp |
| Employer contribution / active EE | $3,561 | $1,522+134.0% | $2,289+55.6% | $2,631+35.3% |
| Participant deferral / active EE | $3,973 | $3,099+28.2% | $4,084-2.7% | $4,212-5.7% |
| Admin fee / account holder | $2,883 | $6,514-55.7% | $8,777-67.2% | $7,344-60.7% |