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 | $27,113 | $110,257-75.4% | $96,544-71.9% | $139,434-80.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 20.64% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,317 | $3,620-36.0% | $2,965-21.9% | $4,751-51.2% |
| Participant deferral / active EE | $6,873 | $5,548+23.9% | $4,851+41.7% | $6,710+2.4% |
| Admin fee / account holder | $1,585 | $11,591-86.3% | $8,252-80.8% | $11,403-86.1% |