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 | $14,824 | $111,754-86.7% | $103,333-85.7% | $145,922-89.8% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 14.40% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,748 | $4,212-58.5% | $3,868-54.8% | $4,660-62.5% |
| Participant deferral / active EE | $2,621 | $5,619-53.3% | $5,057-48.2% | $6,688-60.8% |
| Admin fee / account holder | $1,351 | $9,750-86.1% | $8,355-83.8% | $13,397-89.9% |