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 | $25,581 | $68,547-62.7% | $120,354-78.7% | $80,856-68.4% |
| Participation rate | 85.4% | 61.6%+23.8pp | 71.9%+13.5pp | 67.6%+17.7pp |
| Annual return | 31.05% | 23.60%+7.4pp | 107.15%-76.1pp | 35.59%-4.5pp |
| Employer contribution / active EE | $3,771 | $2,051+83.8% | $3,463+8.9% | $2,755+36.9% |
| Participant deferral / active EE | $1,435 | $3,173-54.8% | $4,991-71.2% | $4,296-66.6% |
| Admin fee / account holder | $3,450 | $5,732-39.8% | $9,423-63.4% | $6,918-50.1% |