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 6-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 | $112,244 | $81,248+38.1% | $155,509-27.8% | $80,856+38.8% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.2pp | 67.6%+26.7pp |
| Annual return | 20.11% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,423 | $3,100-21.9% | $4,672-48.1% | $2,755-12.1% |
| Participant deferral / active EE | $5,480 | $3,452+58.8% | $5,626-2.6% | $4,296+27.6% |
| Admin fee / account holder | $1,960 | $7,997-75.5% | $15,912-87.7% | $6,918-71.7% |