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 | $18,743 | $95,266-80.3% | $82,389-77.3% | $142,382-86.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 17.90% | 25.74%-7.8pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,226 | $2,991-59.0% | $2,517-51.3% | $4,299-71.5% |
| Participant deferral / active EE | $1,505 | $4,809-68.7% | $4,155-63.8% | $6,507-76.9% |
| Admin fee / account holder | $3,266 | $8,563-61.9% | $7,231-54.8% | $12,624-74.1% |