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 | $26,425 | $71,050-62.8% | $93,606-71.8% | $80,856-67.3% |
| Participation rate | 76.3% | 60.4%+15.9pp | 68.7%+7.6pp | 67.6%+8.7pp |
| Annual return | 25.56% | 11.26%+14.3pp | 133.20%-107.6pp | 35.59%-10.0pp |
| Employer contribution / active EE | $2,335 | $1,564+49.4% | $2,420-3.5% | $2,755-15.2% |
| Participant deferral / active EE | $3,789 | $4,034-6.1% | $4,411-14.1% | $4,296-11.8% |
| Admin fee / account holder | $4,444 | $6,945-36.0% | $8,285-46.4% | $6,918-35.8% |