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 | $34,372 | $92,222-62.7% | $76,768-55.2% | $135,375-74.6% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | 16.05% | 5.46%+10.6pp | 2.43%+13.6pp | 519.73%-503.7pp |
| Employer contribution / active EE | $1,040 | $3,216-67.7% | $2,485-58.2% | $4,779-78.2% |
| Participant deferral / active EE | $1,893 | $4,509-58.0% | $3,852-50.8% | $5,609-66.2% |
| Admin fee / account holder | $342 | $10,748-96.8% | $6,675-94.9% | $10,827-96.8% |