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 | $23,773 | $81,446-70.8% | $103,374-77.0% | $80,874-70.6% |
| Participation rate | 75.6% | 66.9%+8.8pp | 74.5%+1.1pp | 67.6%+8.0pp |
| Annual return | 12.18% | 25.57%-13.4pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,594 | $3,107-16.5% | $3,869-33.0% | $2,756-5.9% |
| Participant deferral / active EE | $4,449 | $3,870+15.0% | $5,058-12.0% | $4,297+3.5% |
| Admin fee / account holder | $6,960 | $6,715+3.7% | $8,394-17.1% | $6,935+0.4% |