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 | $63,776 | $80,968-21.2% | $96,544-33.9% | $75,163-15.2% |
| Participation rate | 70.4% | 71.8%-1.3pp | 76.0%-5.5pp | 67.2%+3.2pp |
| Annual return | 14.74% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,842 | $2,282-19.3% | $2,965-37.9% | $2,670-31.0% |
| Participant deferral / active EE | $6,407 | $3,928+63.1% | $4,851+32.1% | $4,125+55.3% |
| Admin fee / account holder | $15,838 | $6,724+135.5% | $8,252+91.9% | $5,651+180.3% |