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 | $49,493 | $109,413-54.8% | $156,263-68.3% | $84,808-41.6% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 32.49% | 20.18%+12.3pp | 59.47%-27.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $5,836 | $2,907+100.8% | $4,333+34.7% | $2,631+121.8% |
| Participant deferral / active EE | $7,529 | $4,590+64.0% | $6,158+22.3% | $4,212+78.8% |
| Admin fee / account holder | $1,467 | $9,357-84.3% | $14,255-89.7% | $7,344-80.0% |