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 | $20,007 | $95,561-79.1% | $77,163-74.1% | $139,434-85.7% |
| Participation rate | 86.7% | 73.9%+12.7pp | 69.6%+17.1pp | 80.3%+6.3pp |
| Annual return | 16.98% | 54.92%-37.9pp | 37.87%-20.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,233 | $3,147-29.0% | $2,535-11.9% | $4,751-53.0% |
| Participant deferral / active EE | $5,737 | $4,624+24.1% | $3,833+49.7% | $6,710-14.5% |
| Admin fee / account holder | $1,178 | $8,295-85.8% | $5,472-78.5% | $11,403-89.7% |