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 | $35,188 | $114,381-69.2% | $107,525-67.3% | $142,382-75.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 14.51% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,349 | $4,015-66.4% | $3,754-64.0% | $4,299-68.6% |
| Participant deferral / active EE | $2,839 | $5,564-49.0% | $5,116-44.5% | $6,507-56.4% |
| Admin fee / account holder | $7,088 | $9,860-28.1% | $8,919-20.5% | $12,624-43.9% |