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 | $30,100 | $158,398-81.0% | $126,539-76.2% | $142,382-78.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 18.57% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,266 | $4,650-51.3% | $3,674-38.3% | $4,299-47.3% |
| Participant deferral / active EE | $4,360 | $4,767-8.5% | $4,083+6.8% | $6,507-33.0% |
| Admin fee / account holder | $4,148 | $6,918-40.0% | $6,065-31.6% | $12,624-67.1% |