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 | $39,569 | $111,814-64.6% | $103,374-61.7% | $145,959-72.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.38% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,253 | $4,214-46.5% | $3,869-41.8% | $4,661-51.7% |
| Participant deferral / active EE | $5,435 | $5,618-3.3% | $5,058+7.5% | $6,689-18.7% |
| Admin fee / account holder | $2,808 | $9,754-71.2% | $8,394-66.5% | $13,398-79.0% |