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 | $26,772 | $127,065-78.9% | $113,168-76.3% | $142,382-81.2% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 18.95% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,404 | $3,442-59.2% | $2,975-52.8% | $4,299-67.3% |
| Participant deferral / active EE | $3,001 | $5,716-47.5% | $5,107-41.2% | $6,507-53.9% |
| Admin fee / account holder | $1,615 | $15,736-89.7% | $12,068-86.6% | $12,624-87.2% |