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 | $41,586 | $117,983-64.8% | $101,794-59.1% | $142,382-70.8% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 20.61% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,262 | $2,773-18.4% | $2,289-1.2% | $4,299-47.4% |
| Participant deferral / active EE | $5,398 | $4,714+14.5% | $4,084+32.2% | $6,507-17.0% |
| Admin fee / account holder | $1,167 | $10,433-88.8% | $8,777-86.7% | $12,624-90.8% |