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 | $34,409 | $63,764-46.0% | $81,930-58.0% | $79,858-56.9% |
| Participation rate | 93.6% | 67.5%+26.1pp | 72.0%+21.6pp | 69.6%+24.0pp |
| Annual return | 70.39% | 22.66%+47.7pp | 29.49%+40.9pp | 31.71%+38.7pp |
| Employer contribution / active EE | $2,177 | $1,795+21.3% | $4,310-49.5% | $2,471-11.9% |
| Participant deferral / active EE | $7,653 | $2,780+175.3% | $7,107+7.7% | $3,740+104.6% |
| Admin fee / account holder | $1,482 | $4,426-66.5% | $5,158-71.3% | $5,306-72.1% |