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 | $25,408 | $106,515-76.1% | $96,683-73.7% | $139,434-81.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.78% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,361 | $4,103-42.4% | $3,737-36.8% | $4,751-50.3% |
| Participant deferral / active EE | $5,275 | $5,454-3.3% | $4,878+8.1% | $6,710-21.4% |
| Admin fee / account holder | $4,361 | $7,877-44.6% | $6,730-35.2% | $11,403-61.7% |