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 | $27,679 | $105,126-73.7% | $94,646-70.8% | $139,434-80.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 16.75% | 38.03%-21.3pp | 156.71%-140.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,764 | $4,106-8.3% | $3,672+2.5% | $4,751-20.8% |
| Participant deferral / active EE | $5,201 | $7,599-31.6% | $7,418-29.9% | $6,710-22.5% |
| Admin fee / account holder | $366 | $8,984-95.9% | $7,231-94.9% | $11,403-96.8% |