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 | $37,862 | $127,065-70.2% | $113,168-66.5% | $142,382-73.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.53% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,356 | $3,442-60.6% | $2,975-54.4% | $4,299-68.5% |
| Participant deferral / active EE | $2,429 | $5,716-57.5% | $5,107-52.4% | $6,507-62.7% |
| Admin fee / account holder | $1,239 | $15,736-92.1% | $12,068-89.7% | $12,624-90.2% |