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 | $34,903 | $111,754-68.8% | $103,333-66.2% | $145,922-76.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,982 | $4,212-52.9% | $3,868-48.8% | $4,660-57.5% |
| Participant deferral / active EE | $3,344 | $5,619-40.5% | $5,057-33.9% | $6,688-50.0% |
| Admin fee / account holder | $2,515 | $9,750-74.2% | $8,355-69.9% | $13,397-81.2% |