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 | $18,310 | $94,338-80.6% | $100,534-81.8% | $142,382-87.1% |
| Participation rate | 89.5% | 81.7%+7.7pp | 80.6%+8.9pp | 80.1%+9.4pp |
| Annual return | 22.47% | 29.20%-6.7pp | 32.66%-10.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,986 | $4,237-29.5% | $4,346-31.3% | $4,299-30.5% |
| Participant deferral / active EE | $4,460 | $5,934-24.9% | $6,144-27.4% | $6,507-31.5% |
| Admin fee / account holder | $747 | $8,421-91.1% | $7,654-90.2% | $12,624-94.1% |