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 4-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 | $23,410 | $56,053-58.2% | $75,972-69.2% | $80,856-71.0% |
| Participation rate | 71.9% | 62.0%+9.8pp | 69.1%+2.8pp | 67.6%+4.2pp |
| Annual return | 15.72% | 20.53%-4.8pp | 359.55%-343.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,485 | $1,874-20.8% | $2,685-44.7% | $2,755-46.1% |
| Participant deferral / active EE | $5,707 | $3,052+87.0% | $4,255+34.1% | $4,296+32.9% |
| Admin fee / account holder | $3,519 | $5,234-32.8% | $6,467-45.6% | $6,918-49.1% |