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 | $24,251 | $111,814-78.3% | $93,654-74.1% | $145,959-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.33% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,363 | $3,092-55.9% | $2,421-43.7% | $4,661-70.8% |
| Participant deferral / active EE | $3,053 | $4,914-37.9% | $4,413-30.8% | $6,689-54.4% |
| Admin fee / account holder | $4,562 | $10,246-55.5% | $8,282-44.9% | $13,398-66.0% |