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 4-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 | $44,131 | $81,446-45.8% | $103,374-57.3% | $80,874-45.4% |
| Participation rate | 78.9% | 66.9%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 65.58% | 25.57%+40.0pp | 24.89%+40.7pp | 35.62%+30.0pp |
| Employer contribution / active EE | $3,545 | $3,107+14.1% | $3,869-8.4% | $2,756+28.6% |
| Participant deferral / active EE | $6,445 | $3,870+66.5% | $5,058+27.4% | $4,297+50.0% |
| Admin fee / account holder | $3,367 | $6,715-49.9% | $8,394-59.9% | $6,935-51.4% |