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 | $19,575 | $117,841-83.4% | $102,423-80.9% | $145,922-86.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.33% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,678 | $3,615+1.7% | $3,023+21.6% | $4,660-21.1% |
| Participant deferral / active EE | $5,114 | $5,731-10.8% | $5,053+1.2% | $6,688-23.5% |
| Admin fee / account holder | $19,722 | $13,326+48.0% | $9,451+108.7% | $13,397+47.2% |