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 3-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 | $27,004 | $74,888-63.9% | $71,209-62.1% | $142,382-81.0% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 21.09% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,948 | $2,854-31.8% | $2,721-28.4% | $4,299-54.7% |
| Participant deferral / active EE | $6,625 | $4,454+48.7% | $4,175+58.7% | $6,507+1.8% |
| Admin fee / account holder | $5,274 | $5,568-5.3% | $5,349-1.4% | $12,624-58.2% |