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 | $52,298 | $124,425-58.0% | $112,040-53.3% | $137,256-61.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 20.98% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,561 | $3,411-24.9% | $2,954-13.3% | $4,156-38.4% |
| Participant deferral / active EE | $8,499 | $5,718+48.6% | $5,098+66.7% | $6,407+32.7% |
| Admin fee / account holder | $795 | $15,207-94.8% | $12,098-93.4% | $12,270-93.5% |