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 | $37,114 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 13.18% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,353 | $2,773-15.1% | $2,289+2.8% | $4,299-45.3% |
| Participant deferral / active EE | $5,302 | $4,714+12.5% | $4,084+29.8% | $6,507-18.5% |
| Admin fee / account holder | $18,681 | $10,433+79.0% | $8,777+112.8% | $12,624+48.0% |