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 | $33,150 | $111,754-70.3% | $103,333-67.9% | $145,922-77.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 27.15% | 24.77%+2.4pp | 24.88%+2.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,816 | $4,212-56.9% | $3,868-53.0% | $4,660-61.0% |
| Participant deferral / active EE | $7,942 | $5,619+41.3% | $5,057+57.0% | $6,688+18.7% |
| Admin fee / account holder | $544 | $9,750-94.4% | $8,355-93.5% | $13,397-95.9% |