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 | $36,955 | $114,381-67.7% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.88% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,988 | $4,015-50.5% | $3,754-47.0% | $4,299-53.8% |
| Participant deferral / active EE | $3,474 | $5,564-37.6% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $674 | $9,860-93.2% | $8,919-92.4% | $12,624-94.7% |