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 | $21,942 | $111,724-80.4% | $93,606-76.6% | $145,922-85.0% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 13.02% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,248 | $3,090-27.2% | $2,420-7.1% | $4,660-51.8% |
| Participant deferral / active EE | $3,716 | $4,912-24.3% | $4,411-15.8% | $6,688-44.4% |
| Admin fee / account holder | $4,718 | $10,250-54.0% | $8,285-43.1% | $13,397-64.8% |