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 | $23,157 | $93,571-75.3% | $135,903-83.0% | $75,163-69.2% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 67.2%+11.9pp |
| Annual return | 16.83% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,783 | $3,537-49.6% | $4,856-63.3% | $2,670-33.2% |
| Participant deferral / active EE | $3,540 | $6,404-44.7% | $7,758-54.4% | $4,125-14.2% |
| Admin fee / account holder | $1,185 | $6,975-83.0% | $10,762-89.0% | $5,651-79.0% |