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 | $62,113 | $112,729-44.9% | $98,716-37.1% | $137,256-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.37% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,320 | $2,725-14.9% | $2,279+1.8% | $4,156-44.2% |
| Participant deferral / active EE | $4,846 | $4,640+4.4% | $4,048+19.7% | $6,407-24.4% |
| Admin fee / account holder | $5,946 | $10,129-41.3% | $8,703-31.7% | $12,270-51.5% |