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 | $31,941 | $210,648-84.8% | $177,989-82.1% | $145,922-78.1% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 16.91% | 385.86%-369.0pp | 294.48%-277.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,235 | $4,565-29.1% | $3,949-18.1% | $4,660-30.6% |
| Participant deferral / active EE | $5,873 | $6,958-15.6% | $6,276-6.4% | $6,688-12.2% |
| Admin fee / account holder | $1,065 | $12,013-91.1% | $10,363-89.7% | $13,397-92.1% |