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 | $22,254 | $81,248-72.6% | $155,509-85.7% | $80,856-72.5% |
| Participation rate | 76.8% | 66.2%+10.6pp | 78.2%-1.4pp | 67.6%+9.2pp |
| Annual return | 29.94% | 33.31%-3.4pp | 64.67%-34.7pp | 35.59%-5.7pp |
| Employer contribution / active EE | $3,352 | $3,100+8.1% | $4,672-28.3% | $2,755+21.7% |
| Participant deferral / active EE | $3,350 | $3,452-2.9% | $5,626-40.5% | $4,296-22.0% |
| Admin fee / account holder | $3,127 | $7,997-60.9% | $15,912-80.3% | $6,918-54.8% |