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 | $15,326 | $100,970-84.8% | $96,576-84.1% | $137,256-88.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 21.47% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,593 | $3,809-58.2% | $3,553-55.2% | $4,156-61.7% |
| Participant deferral / active EE | $3,325 | $8,286-59.9% | $7,956-58.2% | $6,407-48.1% |
| Admin fee / account holder | $1,027 | $11,312-90.9% | $11,381-91.0% | $12,270-91.6% |