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 | $16,015 | $112,729-85.8% | $98,716-83.8% | $137,256-88.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 10.62% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,512 | $2,725-44.5% | $2,279-33.6% | $4,156-63.6% |
| Participant deferral / active EE | $4,160 | $4,640-10.4% | $4,048+2.8% | $6,407-35.1% |
| Admin fee / account holder | $7,666 | $10,129-24.3% | $8,703-11.9% | $12,270-37.5% |