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 | $30,448 | $228,332-86.7% | $185,823-83.6% | $158,922-80.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 22.20% | 40.80%-18.6pp | 35.95%-13.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,078 | $4,967-78.3% | $4,087-73.6% | $4,761-77.4% |
| Participant deferral / active EE | $2,793 | $6,415-56.5% | $5,632-50.4% | $5,982-53.3% |
| Admin fee / account holder | $902 | $11,864-92.4% | $9,500-90.5% | $11,246-92.0% |