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 7-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 | $108,421 | $180,028-39.8% | $138,135-21.5% | $158,922-31.8% |
| Participation rate | 95.5% | 82.2%+13.2pp | 78.7%+16.8pp | 82.0%+13.5pp |
| Annual return | 20.62% | 21.68%-1.1pp | 20.51%+0.1pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,655 | $7,470-64.5% | $5,587-52.5% | $4,761-44.2% |
| Participant deferral / active EE | $5,130 | $7,717-33.5% | $6,431-20.2% | $5,982-14.2% |
| Admin fee / account holder | $1,296 | $17,912-92.8% | $11,856-89.1% | $11,246-88.5% |