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 | $88,638 | $109,881-19.3% | $150,045-40.9% | $84,808+4.5% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 20.01% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,545 | $3,561+27.6% | $4,693-3.2% | $2,631+72.7% |
| Participant deferral / active EE | $10,328 | $6,636+55.6% | $7,997+29.2% | $4,212+145.2% |
| Admin fee / account holder | $5,384 | $8,568-37.2% | $13,435-59.9% | $7,344-26.7% |