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 | $45,608 | $117,841-61.3% | $102,423-55.5% | $145,922-68.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 13.98% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,041 | $3,615-43.5% | $3,023-32.5% | $4,660-56.2% |
| Participant deferral / active EE | $8,365 | $5,731+46.0% | $5,053+65.5% | $6,688+25.1% |
| Admin fee / account holder | $1,043 | $13,326-92.2% | $9,451-89.0% | $13,397-92.2% |