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 | $10,000 | $95,266-89.5% | $82,389-87.9% | $142,382-93.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 18.76% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,697 | $2,991-43.3% | $2,517-32.6% | $4,299-60.5% |
| Participant deferral / active EE | $4,454 | $4,809-7.4% | $4,155+7.2% | $6,507-31.6% |
| Admin fee / account holder | $2,360 | $8,563-72.4% | $7,231-67.4% | $12,624-81.3% |