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 | $33,894 | $117,841-71.2% | $102,423-66.9% | $145,922-76.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 19.34% | 31.65%-12.3pp | 29.32%-10.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,432 | $3,615-32.7% | $3,023-19.5% | $4,660-47.8% |
| Participant deferral / active EE | $3,963 | $5,731-30.9% | $5,053-21.6% | $6,688-40.7% |
| Admin fee / account holder | $1,756 | $13,326-86.8% | $9,451-81.4% | $13,397-86.9% |