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 | $26,742 | $111,535-76.0% | $105,223-74.6% | $137,256-80.5% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 16.00% | 237.85%-221.9pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,381 | $3,939-39.6% | $3,689-35.5% | $4,156-42.7% |
| Participant deferral / active EE | $2,761 | $5,500-49.8% | $5,072-45.6% | $6,407-56.9% |
| Admin fee / account holder | $3,417 | $9,721-64.8% | $8,859-61.4% | $12,270-72.1% |