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 | $30,192 | $110,257-72.6% | $96,544-68.7% | $139,434-78.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 22.67% | 26.32%-3.6pp | 25.84%-3.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,759 | $3,620-23.8% | $2,965-6.9% | $4,751-41.9% |
| Participant deferral / active EE | $6,205 | $5,548+11.8% | $4,851+27.9% | $6,710-7.5% |
| Admin fee / account holder | $1,786 | $11,591-84.6% | $8,252-78.4% | $11,403-84.3% |