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 | $72,626 | $59,101+22.9% | $77,163-5.9% | $75,163-3.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.20% | 26.71%-7.5pp | 37.87%-18.7pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,526 | $1,995+76.7% | $2,535+39.1% | $2,670+32.1% |
| Participant deferral / active EE | $5,506 | $2,999+83.6% | $3,833+43.6% | $4,125+33.5% |
| Admin fee / account holder | $15,755 | $4,774+230.0% | $5,472+187.9% | $5,651+178.8% |