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 | $21,197 | $85,022-75.1% | $70,515-69.9% | $139,434-84.8% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 20.60% | 30.38%-9.8pp | 32.77%-12.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,832 | $3,909-27.6% | $2,973-4.8% | $4,751-40.4% |
| Participant deferral / active EE | $4,570 | $5,890-22.4% | $4,567+0.1% | $6,710-31.9% |
| Admin fee / account holder | $866 | $8,906-90.3% | $6,412-86.5% | $11,403-92.4% |