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 | $33,235 | $109,881-69.8% | $150,045-77.8% | $84,808-60.8% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 43.99% | 28.25%+15.7pp | 62.55%-18.6pp | 40.90%+3.1pp |
| Employer contribution / active EE | $5,729 | $3,561+60.9% | $4,693+22.1% | $2,631+117.7% |
| Participant deferral / active EE | $8,062 | $6,636+21.5% | $7,997+0.8% | $4,212+91.4% |
| Admin fee / account holder | $3,444 | $8,568-59.8% | $13,435-74.4% | $7,344-53.1% |