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 | $93,338 | $227,553-59.0% | $189,557-50.8% | $167,490-44.3% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.4%+0.7pp | 82.1%-2.9pp |
| Annual return | 13.60% | 78.40%-64.8pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,062 | $5,316-61.2% | $4,412-53.3% | $4,837-57.4% |
| Participant deferral / active EE | $5,272 | $7,002-24.7% | $6,174-14.6% | $6,341-16.9% |
| Admin fee / account holder | $45,960 | $11,878+286.9% | $9,807+368.6% | $12,309+273.4% |