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 | $19,101 | $111,754-82.9% | $103,333-81.5% | $145,922-86.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.44% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,334 | $4,212-44.6% | $3,868-39.7% | $4,660-49.9% |
| Participant deferral / active EE | $4,172 | $5,619-25.8% | $5,057-17.5% | $6,688-37.6% |
| Admin fee / account holder | $1,902 | $9,750-80.5% | $8,355-77.2% | $13,397-85.8% |