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 | $19,391 | $117,983-83.6% | $101,794-81.0% | $142,382-86.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 20.16% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,426 | $2,773-48.6% | $2,289-37.7% | $4,299-66.8% |
| Participant deferral / active EE | $4,344 | $4,714-7.8% | $4,084+6.4% | $6,507-33.2% |
| Admin fee / account holder | $772 | $10,433-92.6% | $8,777-91.2% | $12,624-93.9% |