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 | $67,401 | $81,460-17.3% | $103,333-34.8% | $80,856-16.6% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,430 | $3,105-21.7% | $3,868-37.2% | $2,755-11.8% |
| Participant deferral / active EE | $6,687 | $3,869+72.8% | $5,057+32.2% | $4,296+55.7% |
| Admin fee / account holder | $3,108 | $6,566-52.7% | $8,355-62.8% | $6,918-55.1% |