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 | $30,475 | $54,705-44.3% | $71,209-57.2% | $84,808-64.1% |
| Participation rate | 87.5% | 64.1%+23.4pp | 73.8%+13.7pp | 68.3%+19.2pp |
| Annual return | 20.71% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,559 | $2,158+18.6% | $2,721-6.0% | $2,631-2.7% |
| Participant deferral / active EE | $5,114 | $3,030+68.8% | $4,175+22.5% | $4,212+21.4% |
| Admin fee / account holder | $449 | $4,863-90.8% | $5,349-91.6% | $7,344-93.9% |