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 | $33,609 | $112,729-70.2% | $98,716-66.0% | $137,256-75.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 16.22% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,465 | $2,725-46.2% | $2,279-35.7% | $4,156-64.8% |
| Participant deferral / active EE | $3,136 | $4,640-32.4% | $4,048-22.5% | $6,407-51.1% |
| Admin fee / account holder | $2,728 | $10,129-73.1% | $8,703-68.6% | $12,270-77.8% |