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 | $30,177 | $74,888-59.7% | $71,209-57.6% | $142,382-78.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 21.25% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,535 | $2,854-46.2% | $2,721-43.6% | $4,299-64.3% |
| Participant deferral / active EE | $6,964 | $4,454+56.3% | $4,175+66.8% | $6,507+7.0% |
| Admin fee / account holder | $1,705 | $5,568-69.4% | $5,349-68.1% | $12,624-86.5% |