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 | $41,249 | $48,795-15.5% | $65,493-37.0% | $84,808-51.4% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 21.44% | 20.20%+1.2pp | 982.45%-961.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $4,502 | $1,930+133.3% | $2,574+74.9% | $2,631+71.1% |
| Participant deferral / active EE | $5,220 | $2,928+78.2% | $3,961+31.8% | $4,212+23.9% |
| Admin fee / account holder | $664 | $3,877-82.9% | $5,028-86.8% | $7,344-91.0% |