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 | $11,105 | $81,248-86.3% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 87.7% | 66.2%+21.4pp | 78.2%+9.5pp | 67.6%+20.0pp |
| Annual return | 15.76% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,120 | $3,100-31.6% | $4,672-54.6% | $2,755-23.0% |
| Participant deferral / active EE | $3,138 | $3,452-9.1% | $5,626-44.2% | $4,296-26.9% |
| Admin fee / account holder | $1,237 | $7,997-84.5% | $15,912-92.2% | $6,918-82.1% |