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 | $73,787-61.4% | $98,716-71.1% | $82,448-65.4% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.3%+25.1pp | 68.1%+26.3pp |
| Annual return | 66.11% | 18.57%+47.5pp | 31.81%+34.3pp | 41.64%+24.5pp |
| Employer contribution / active EE | $3,561 | $1,511+135.6% | $2,279+56.3% | $2,551+39.6% |
| Participant deferral / active EE | $3,973 | $3,081+28.9% | $4,048-1.9% | $4,139-4.0% |
| Admin fee / account holder | $2,883 | $6,500-55.7% | $8,703-66.9% | $7,234-60.2% |