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 | $38,155 | $127,065-70.0% | $113,168-66.3% | $142,382-73.2% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 17.13% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,370 | $3,442-31.2% | $2,975-20.4% | $4,299-44.9% |
| Participant deferral / active EE | $7,444 | $5,716+30.2% | $5,107+45.8% | $6,507+14.4% |
| Admin fee / account holder | $3,741 | $15,736-76.2% | $12,068-69.0% | $12,624-70.4% |