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 | $51,760 | $176,812-70.7% | $146,665-64.7% | $167,490-69.1% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 15.88% | 24.03%-8.1pp | 22.74%-6.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,933 | $5,160-62.5% | $4,136-53.3% | $4,837-60.0% |
| Participant deferral / active EE | $3,620 | $6,440-43.8% | $5,506-34.3% | $6,341-42.9% |
| Admin fee / account holder | $1,599 | $13,259-87.9% | $10,280-84.4% | $12,309-87.0% |