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 | $23,270 | $111,754-79.2% | $103,333-77.5% | $145,922-84.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 12.47% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,212 | $4,212-47.5% | $3,868-42.8% | $4,660-52.5% |
| Participant deferral / active EE | $2,567 | $5,619-54.3% | $5,057-49.2% | $6,688-61.6% |
| Admin fee / account holder | $2,257 | $9,750-76.8% | $8,355-73.0% | $13,397-83.1% |