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 | $28,153 | $111,754-74.8% | $103,333-72.8% | $145,922-80.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,824 | $4,212-9.2% | $3,868-1.1% | $4,660-17.9% |
| Participant deferral / active EE | $3,824 | $5,619-31.9% | $5,057-24.4% | $6,688-42.8% |
| Admin fee / account holder | $949 | $9,750-90.3% | $8,355-88.6% | $13,397-92.9% |