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 | $136,735 | $148,978-8.2% | $200,582-31.8% | $84,808+61.2% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 16.22% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,730 | $4,815-64.1% | $6,419-73.0% | $2,631-34.2% |
| Participant deferral / active EE | $19,407 | $7,142+171.7% | $9,331+108.0% | $4,212+360.8% |
| Admin fee / account holder | $16,336 | $13,977+16.9% | $16,305+0.2% | $7,344+122.4% |