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 | $21,232 | $57,541-63.1% | $95,745-77.8% | $75,163-71.8% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 19.12% | 34.93%-15.8pp | 28.35%-9.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,092 | $1,808+181.7% | $2,835+79.6% | $2,670+90.7% |
| Participant deferral / active EE | $6,585 | $3,074+114.2% | $4,245+55.1% | $4,125+59.6% |
| Admin fee / account holder | $8,190 | $4,099+99.8% | $5,678+44.2% | $5,651+44.9% |