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 | $37,634 | $54,705-31.2% | $71,209-47.1% | $84,808-55.6% |
| Participation rate | 97.3% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.0pp |
| Annual return | 23.81% | 35.90%-12.1pp | 282.51%-258.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,873 | $2,158-13.2% | $2,721-31.2% | $2,631-28.8% |
| Participant deferral / active EE | $2,737 | $3,030-9.7% | $4,175-34.5% | $4,212-35.0% |
| Admin fee / account holder | $741 | $4,863-84.8% | $5,349-86.1% | $7,344-89.9% |