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 | $37,835 | $67,894-44.3% | $89,340-57.7% | $82,448-54.1% |
| Participation rate | 95.7% | 64.0%+31.7pp | 69.6%+26.2pp | 68.1%+27.7pp |
| Annual return | 13.39% | 19.21%-5.8pp | 20.57%-7.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $6,344 | $1,828+247.1% | $2,231+184.3% | $2,551+148.7% |
| Participant deferral / active EE | $3,977 | $3,072+29.4% | $3,823+4.0% | $4,139-3.9% |
| Admin fee / account holder | $1,051 | $5,723-81.6% | $6,704-84.3% | $7,234-85.5% |