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 | $56,623 | $89,753-36.9% | $107,525-47.3% | $84,808-33.2% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 25.02% | 29.48%-4.5pp | 181.32%-156.3pp | 40.90%-15.9pp |
| Employer contribution / active EE | $3,812 | $3,113+22.4% | $3,754+1.5% | $2,631+44.9% |
| Participant deferral / active EE | $6,787 | $4,056+67.3% | $5,116+32.7% | $4,212+61.1% |
| Admin fee / account holder | $7,123 | $7,222-1.4% | $8,919-20.1% | $7,344-3.0% |