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 | $15,812 | $104,974-84.9% | $95,585-83.5% | $142,382-88.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 18.83% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,529 | $2,779-45.0% | $2,527-39.5% | $4,299-64.4% |
| Participant deferral / active EE | $3,545 | $4,352-18.5% | $4,023-11.9% | $6,507-45.5% |
| Admin fee / account holder | $6,032 | $6,386-5.5% | $6,127-1.6% | $12,624-52.2% |