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 | $40,373 | $111,814-63.9% | $103,374-60.9% | $145,959-72.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 15.38% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,202 | $4,214-47.7% | $3,869-43.1% | $4,661-52.8% |
| Participant deferral / active EE | $5,380 | $5,618-4.2% | $5,058+6.4% | $6,689-19.6% |
| Admin fee / account holder | $792 | $9,754-91.9% | $8,394-90.6% | $13,398-94.1% |