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 | $82,115 | $127,065-35.4% | $113,168-27.4% | $142,382-42.3% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 15.10% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,130 | $3,442-67.2% | $2,975-62.0% | $4,299-73.7% |
| Participant deferral / active EE | $3,274 | $5,716-42.7% | $5,107-35.9% | $6,507-49.7% |
| Admin fee / account holder | $2,886 | $15,736-81.7% | $12,068-76.1% | $12,624-77.1% |