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 | $11,992 | $70,756-83.1% | $65,493-81.7% | $142,382-91.6% |
| Participation rate | 79.2% | 77.4%+1.8pp | 73.1%+6.1pp | 80.1%-1.0pp |
| Annual return | 16.12% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,312 | $2,881-54.5% | $2,574-49.0% | $4,299-69.5% |
| Participant deferral / active EE | $2,714 | $4,637-41.5% | $3,961-31.5% | $6,507-58.3% |
| Admin fee / account holder | $1,956 | $6,559-70.2% | $5,028-61.1% | $12,624-84.5% |