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 | $68,656 | $117,983-41.8% | $101,794-32.6% | $142,382-51.8% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 18.00% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,355 | $2,773-15.1% | $2,289+2.9% | $4,299-45.2% |
| Participant deferral / active EE | $5,174 | $4,714+9.8% | $4,084+26.7% | $6,507-20.5% |
| Admin fee / account holder | $4,275 | $10,433-59.0% | $8,777-51.3% | $12,624-66.1% |