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 | $21,395 | $111,754-80.9% | $103,333-79.3% | $145,922-85.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 18.72% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,038 | $4,212-51.6% | $3,868-47.3% | $4,660-56.3% |
| Participant deferral / active EE | $5,329 | $5,619-5.2% | $5,057+5.4% | $6,688-20.3% |
| Admin fee / account holder | $6,296 | $9,750-35.4% | $8,355-24.6% | $13,397-53.0% |