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 | $31,277 | $132,634-76.4% | $115,768-73.0% | $137,256-77.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 41.08% | 160.70%-119.6pp | 100.46%-59.4pp | 220.34%-179.3pp |
| Employer contribution / active EE | $1,754 | $3,360-47.8% | $2,940-40.4% | $4,156-57.8% |
| Participant deferral / active EE | $4,025 | $5,619-28.4% | $4,917-18.1% | $6,407-37.2% |
| Admin fee / account holder | $14,734 | $15,028-2.0% | $12,439+18.4% | $12,270+20.1% |