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 | $26,010 | $110,257-76.4% | $96,544-73.1% | $139,434-81.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 20.22% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,134 | $3,620-41.0% | $2,965-28.0% | $4,751-55.1% |
| Participant deferral / active EE | $7,256 | $5,548+30.8% | $4,851+49.6% | $6,710+8.1% |
| Admin fee / account holder | $411 | $11,591-96.5% | $8,252-95.0% | $11,403-96.4% |