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 | $70,173 | $102,605-31.6% | $145,661-51.8% | $84,808-17.3% |
| Participation rate | 77.1% | 74.3%+2.8pp | 77.2%-0.1pp | 68.3%+8.8pp |
| Annual return | 14.81% | 26.50%-11.7pp | 101.46%-86.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,265 | $3,325-31.9% | $4,238-46.6% | $2,631-13.9% |
| Participant deferral / active EE | $3,936 | $5,750-31.6% | $7,198-45.3% | $4,212-6.5% |
| Admin fee / account holder | $19,304 | $8,758+120.4% | $12,466+54.8% | $7,344+162.9% |