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 | $31,892 | $105,181-69.7% | $159,436-80.0% | $85,850-62.9% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.8%-10.2pp | 69.3%+3.3pp |
| Annual return | 14.45% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $741 | $3,318-77.7% | $4,829-84.7% | $2,565-71.1% |
| Participant deferral / active EE | $4,286 | $5,945-27.9% | $7,352-41.7% | $3,952+8.5% |
| Admin fee / account holder | $3,203 | $6,933-53.8% | $10,799-70.3% | $6,260-48.8% |