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 | $47,077 | $114,381-58.8% | $107,525-56.2% | $142,382-66.9% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 19.41% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,032 | $4,015-49.4% | $3,754-45.9% | $4,299-52.7% |
| Participant deferral / active EE | $5,369 | $5,564-3.5% | $5,116+5.0% | $6,507-17.5% |
| Admin fee / account holder | $2,262 | $9,860-77.1% | $8,919-74.6% | $12,624-82.1% |