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 | $18,544 | $111,754-83.4% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.07% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,077 | $4,212-50.7% | $3,868-46.3% | $4,660-55.4% |
| Participant deferral / active EE | $5,038 | $5,619-10.3% | $5,057-0.4% | $6,688-24.7% |
| Admin fee / account holder | $403 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |