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 | $37,795 | $110,261-65.7% | $95,745-60.5% | $139,434-72.9% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.00% | 27.11%-3.1pp | 28.35%-4.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,472 | $3,257-24.1% | $2,835-12.8% | $4,751-48.0% |
| Participant deferral / active EE | $7,292 | $4,676+56.0% | $4,245+71.8% | $6,710+8.7% |
| Admin fee / account holder | $21,279 | $6,613+221.8% | $5,678+274.8% | $11,403+86.6% |