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 | $29,095 | $90,348-67.8% | $75,972-61.7% | $145,922-80.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 15.89% | 620.88%-605.0pp | 359.55%-343.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,527 | $3,311-23.7% | $2,685-5.9% | $4,660-45.8% |
| Participant deferral / active EE | $3,158 | $5,162-38.8% | $4,255-25.8% | $6,688-52.8% |
| Admin fee / account holder | $1,291 | $8,467-84.7% | $6,467-80.0% | $13,397-90.4% |