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 | $16,996 | $116,167-85.4% | $64,489-73.6% | $137,256-87.6% |
| Participation rate | 81.8% | 68.2%+13.6pp | 67.7%+14.1pp | 80.0%+1.9pp |
| Annual return | 19.15% | 36.55%-17.4pp | 55.03%-35.9pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,691 | $2,483-31.9% | $1,523+11.0% | $4,156-59.3% |
| Participant deferral / active EE | $1,720 | $4,215-59.2% | $2,778-38.1% | $6,407-73.1% |
| Admin fee / account holder | $4,805 | $6,188-22.4% | $4,260+12.8% | $12,270-60.8% |