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 | $33,203 | $133,922-75.2% | $116,228-71.4% | $142,382-76.7% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 13.37% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,050 | $3,446-40.5% | $2,994-31.5% | $4,299-52.3% |
| Participant deferral / active EE | $3,978 | $5,672-29.9% | $4,953-19.7% | $6,507-38.9% |
| Admin fee / account holder | $4,485 | $14,945-70.0% | $11,989-62.6% | $12,624-64.5% |