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 | $35,074 | $111,535-68.6% | $105,223-66.7% | $137,256-74.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 17.75% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,311 | $3,939-41.3% | $3,689-37.3% | $4,156-44.4% |
| Participant deferral / active EE | $8,329 | $5,500+51.4% | $5,072+64.2% | $6,407+30.0% |
| Admin fee / account holder | $2,847 | $9,721-70.7% | $8,859-67.9% | $12,270-76.8% |