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 | $60,883 | $106,749-43.0% | $145,433-58.1% | $82,448-26.2% |
| Participation rate | 71.2% | 75.6%-4.5pp | 82.1%-10.9pp | 68.1%+3.1pp |
| Annual return | 34.90% | 27.59%+7.3pp | 66.58%-31.7pp | 41.64%-6.7pp |
| Employer contribution / active EE | $4,863 | $3,444+41.2% | $4,554+6.8% | $2,551+90.6% |
| Participant deferral / active EE | $9,697 | $6,519+48.8% | $7,897+22.8% | $4,139+134.3% |
| Admin fee / account holder | $1,518 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |