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 | $20,456 | $74,888-72.7% | $71,209-71.3% | $142,382-85.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 19.76% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,327 | $2,854-18.5% | $2,721-14.5% | $4,299-45.9% |
| Participant deferral / active EE | $3,178 | $4,454-28.6% | $4,175-23.9% | $6,507-51.2% |
| Admin fee / account holder | $5,121 | $5,568-8.0% | $5,349-4.3% | $12,624-59.4% |