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 | $100,773-39.8% | $88,946-31.8% | $142,382-57.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 14.45% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,005 | $2,918-31.3% | $2,555-21.5% | $4,299-53.4% |
| Participant deferral / active EE | $2,513 | $5,230-52.0% | $4,581-45.1% | $6,507-61.4% |
| Admin fee / account holder | $1,091 | $9,693-88.7% | $8,261-86.8% | $12,624-91.4% |