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 | $45,751 | $77,314-40.8% | $177,989-74.3% | $80,856-43.4% |
| Participation rate | 75.8% | 65.7%+10.1pp | 77.1%-1.3pp | 67.6%+8.2pp |
| Annual return | 20.65% | 18.09%+2.6pp | 294.48%-273.8pp | 35.59%-14.9pp |
| Employer contribution / active EE | $3,465 | $2,292+51.2% | $3,949-12.3% | $2,755+25.8% |
| Participant deferral / active EE | $6,858 | $4,411+55.5% | $6,276+9.3% | $4,296+59.7% |
| Admin fee / account holder | $3,142 | $7,191-56.3% | $10,363-69.7% | $6,918-54.6% |