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 | $36,831 | $117,983-68.8% | $101,794-63.8% | $142,382-74.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 12.40% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,481 | $2,773+25.6% | $2,289+52.1% | $4,299-19.0% |
| Participant deferral / active EE | $4,181 | $4,714-11.3% | $4,084+2.4% | $6,507-35.7% |
| Admin fee / account holder | $2,915 | $10,433-72.1% | $8,777-66.8% | $12,624-76.9% |