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 | $133,922-76.6% | $116,228-73.1% | $142,382-78.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 41.08% | 147.76%-106.7pp | 90.06%-49.0pp | 217.08%-176.0pp |
| Employer contribution / active EE | $1,754 | $3,446-49.1% | $2,994-41.4% | $4,299-59.2% |
| Participant deferral / active EE | $4,025 | $5,672-29.0% | $4,953-18.7% | $6,507-38.2% |
| Admin fee / account holder | $14,734 | $14,945-1.4% | $11,989+22.9% | $12,624+16.7% |