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 | $19,059 | $107,452-82.3% | $91,541-79.2% | $142,382-86.6% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 40.30% | 22.06%+18.2pp | 20.50%+19.8pp | 217.08%-176.8pp |
| Employer contribution / active EE | $2,738 | $2,994-8.6% | $2,505+9.3% | $4,299-36.3% |
| Participant deferral / active EE | $3,921 | $4,754-17.5% | $4,008-2.2% | $6,507-39.7% |
| Admin fee / account holder | $2,967 | $8,834-66.4% | $6,956-57.4% | $12,624-76.5% |