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 | $62,631 | $86,929-28.0% | $102,423-38.9% | $80,856-22.5% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+22.9pp |
| Annual return | 12.71% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,078 | $2,369+114.3% | $3,023+68.0% | $2,755+84.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,870 | $8,049-64.3% | $9,451-69.6% | $6,918-58.5% |