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 | $27,898 | $110,257-74.7% | $96,544-71.1% | $139,434-80.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 27.74% | 26.32%+1.4pp | 25.84%+1.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,955 | $3,620-18.4% | $2,965-0.3% | $4,751-37.8% |
| Participant deferral / active EE | $3,694 | $5,548-33.4% | $4,851-23.9% | $6,710-45.0% |
| Admin fee / account holder | $1,912 | $11,591-83.5% | $8,252-76.8% | $11,403-83.2% |