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 | $28,605 | $81,460-64.9% | $103,333-72.3% | $80,856-64.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 18.87% | 25.55%-6.7pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,287 | $3,105-26.3% | $3,868-40.9% | $2,755-17.0% |
| Participant deferral / active EE | $3,666 | $3,869-5.2% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $1,037 | $6,566-84.2% | $8,355-87.6% | $6,918-85.0% |