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 | $11,738 | $69,207-83.0% | $64,056-81.7% | $139,434-91.6% |
| Participation rate | 79.2% | 75.6%+3.6pp | 72.3%+6.9pp | 80.3%-1.2pp |
| Annual return | 28.02% | 45.88%-17.9pp | 33.69%-5.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $3,541 | $3,182+11.3% | $2,747+28.9% | $4,751-25.5% |
| Participant deferral / active EE | $2,384 | $4,682-49.1% | $3,880-38.6% | $6,710-64.5% |
| Admin fee / account holder | $2,408 | $4,244-43.3% | $3,068-21.5% | $11,403-78.9% |