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 | $33,122 | $74,888-55.8% | $71,209-53.5% | $142,382-76.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.52% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,239 | $2,854-56.6% | $2,721-54.5% | $4,299-71.2% |
| Participant deferral / active EE | $5,207 | $4,454+16.9% | $4,175+24.7% | $6,507-20.0% |
| Admin fee / account holder | $477 | $5,568-91.4% | $5,349-91.1% | $12,624-96.2% |