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 3-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 | $31,962 | $111,754-71.4% | $103,333-69.1% | $145,922-78.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.32% | 24.77%-11.4pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,855 | $4,212-56.0% | $3,868-52.0% | $4,660-60.2% |
| Participant deferral / active EE | $2,487 | $5,619-55.7% | $5,057-50.8% | $6,688-62.8% |
| Admin fee / account holder | $3,746 | $9,750-61.6% | $8,355-55.2% | $13,397-72.0% |