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 | $34,235 | $80,968-57.7% | $96,544-64.5% | $75,163-54.5% |
| Participation rate | 73.0% | 71.8%+1.2pp | 76.0%-3.0pp | 67.2%+5.8pp |
| Annual return | 15.44% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,910 | $2,282-16.3% | $2,965-35.6% | $2,670-28.4% |
| Participant deferral / active EE | $3,542 | $3,928-9.8% | $4,851-27.0% | $4,125-14.1% |
| Admin fee / account holder | $4,006 | $6,724-40.4% | $8,252-51.5% | $5,651-29.1% |