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 | $46,464 | $95,803-51.5% | $113,168-58.9% | $84,808-45.2% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 21.33% | 25.00%-3.7pp | 24.27%-2.9pp | 40.90%-19.6pp |
| Employer contribution / active EE | $5,832 | $2,360+147.1% | $2,975+96.0% | $2,631+121.7% |
| Participant deferral / active EE | $10,594 | $4,242+149.7% | $5,107+107.4% | $4,212+151.5% |
| Admin fee / account holder | $2,063 | $8,989-77.1% | $12,068-82.9% | $7,344-71.9% |