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 | $27,801 | $80,717-65.6% | $154,803-82.0% | $84,808-67.2% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%0pp | 68.3%+9.8pp |
| Annual return | 19.23% | 37.96%-18.7pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,657 | $2,761+32.4% | $4,305-15.1% | $2,631+39.0% |
| Participant deferral / active EE | $3,110 | $3,303-5.8% | $5,540-43.9% | $4,212-26.2% |
| Admin fee / account holder | $2,505 | $6,746-62.9% | $14,329-82.5% | $7,344-65.9% |