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 3-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 | $51,107 | $44,960+13.7% | $84,966-39.9% | $74,495-31.4% |
| Participation rate | 72.2% | 49.4%+22.9pp | 67.5%+4.7pp | 67.2%+5.0pp |
| Annual return | 13.48% | 26.24%-12.8pp | 66.38%-52.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,871 | $1,457+234.3% | $2,727+78.6% | $2,623+85.7% |
| Participant deferral / active EE | $4,523 | $2,731+65.6% | $4,519+0.1% | $4,346+4.1% |
| Admin fee / account holder | $3,055 | $2,209+38.3% | $6,149-50.3% | $1,942+57.3% |