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 | $60,675 | $97,125-37.5% | $86,233-29.6% | $137,256-55.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 14.45% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,005 | $2,841-29.4% | $2,504-20.0% | $4,156-51.8% |
| Participant deferral / active EE | $2,513 | $5,180-51.5% | $4,559-44.9% | $6,407-60.8% |
| Admin fee / account holder | $1,091 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |