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 | $35,159 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 18.28% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $867 | $3,537-75.5% | $4,856-82.1% | $2,670-67.5% |
| Participant deferral / active EE | $3,692 | $6,404-42.3% | $7,758-52.4% | $4,125-10.5% |
| Admin fee / account holder | $2,948 | $6,975-57.7% | $10,762-72.6% | $5,651-47.8% |