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 | $36,267 | $140,940-74.3% | $112,229-67.7% | $139,434-74.0% |
| Participation rate | 88.2% | 79.2%+9.0pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 9.63% | 32.71%-23.1pp | 30.20%-20.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,787 | $4,283-34.9% | $3,430-18.8% | $4,751-41.3% |
| Participant deferral / active EE | $3,750 | $5,874-36.2% | $4,798-21.8% | $6,710-44.1% |
| Admin fee / account holder | $47,998 | $9,954+382.2% | $7,748+519.5% | $11,403+320.9% |