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 | $46,835 | $65,409-28.4% | $98,442-52.4% | $85,850-45.4% |
| Participation rate | 71.7% | 65.0%+6.7pp | 73.3%-1.6pp | 69.3%+2.4pp |
| Annual return | 17.76% | 21.76%-4.0pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $6,907 | $2,168+218.6% | $2,960+133.3% | $2,565+169.3% |
| Participant deferral / active EE | $4,348 | $3,166+37.3% | $4,276+1.7% | $3,952+10.0% |
| Admin fee / account holder | $1,176 | $4,593-74.4% | $5,949-80.2% | $6,260-81.2% |