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 3-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 | $33,328 | $114,381-70.9% | $107,525-69.0% | $142,382-76.6% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 12.86% | 242.71%-229.8pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,976 | $4,015-50.8% | $3,754-47.4% | $4,299-54.0% |
| Participant deferral / active EE | $2,812 | $5,564-49.5% | $5,116-45.0% | $6,507-56.8% |
| Admin fee / account holder | $8,154 | $9,860-17.3% | $8,919-8.6% | $12,624-35.4% |