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 | $25,259 | $46,553-45.7% | $64,056-60.6% | $75,163-66.4% |
| Participation rate | 82.4% | 65.9%+16.4pp | 72.3%+10.1pp | 67.2%+15.2pp |
| Annual return | 21.42% | 26.03%-4.6pp | 33.69%-12.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,983 | $1,974+0.5% | $2,747-27.8% | $2,670-25.7% |
| Participant deferral / active EE | $4,376 | $2,837+54.3% | $3,880+12.8% | $4,125+6.1% |
| Admin fee / account holder | $942 | $2,952-68.1% | $3,068-69.3% | $5,651-83.3% |