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 | $43,723 | $111,754-60.9% | $103,333-57.7% | $145,922-70.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.93% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,203 | $4,212-47.7% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $9,396 | $5,619+67.2% | $5,057+85.8% | $6,688+40.5% |
| Admin fee / account holder | $898 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |