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 | $41,894 | $74,888-44.1% | $71,209-41.2% | $142,382-70.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 18.74% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,280 | $2,854-55.1% | $2,721-52.9% | $4,299-70.2% |
| Participant deferral / active EE | $3,877 | $4,454-13.0% | $4,175-7.2% | $6,507-40.4% |
| Admin fee / account holder | $1,481 | $5,568-73.4% | $5,349-72.3% | $12,624-88.3% |