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 | $49,517 | $114,381-56.7% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.52% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,257 | $4,015-43.8% | $3,754-39.9% | $4,299-47.5% |
| Participant deferral / active EE | $4,812 | $5,564-13.5% | $5,116-5.9% | $6,507-26.0% |
| Admin fee / account holder | $1,142 | $9,860-88.4% | $8,919-87.2% | $12,624-91.0% |