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 | $40,975 | $114,381-64.2% | $107,525-61.9% | $142,382-71.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 15.92% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,251 | $4,015-68.8% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $3,364 | $5,564-39.5% | $5,116-34.2% | $6,507-48.3% |
| Admin fee / account holder | $1,158 | $9,860-88.3% | $8,919-87.0% | $12,624-90.8% |