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 | $37,617 | $93,571-59.8% | $135,903-72.3% | $75,163-50.0% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 71.23% | 30.90%+40.3pp | 68.23%+3.0pp | 160.62%-89.4pp |
| Employer contribution / active EE | $3,560 | $3,537+0.6% | $4,856-26.7% | $2,670+33.3% |
| Participant deferral / active EE | $7,732 | $6,404+20.7% | $7,758-0.3% | $4,125+87.4% |
| Admin fee / account holder | $5,393 | $6,975-22.7% | $10,762-49.9% | $5,651-4.6% |