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 | $43,656 | $87,870-50.3% | $113,168-61.4% | $74,304-41.2% |
| Participation rate | 88.3% | 70.7%+17.6pp | 76.6%+11.8pp | 60.3%+28.0pp |
| Annual return | 21.16% | 26.44%-5.3pp | 24.27%-3.1pp | 29.43%-8.3pp |
| Employer contribution / active EE | $3,009 | $2,277+32.1% | $2,975+1.1% | $2,241+34.3% |
| Participant deferral / active EE | $6,040 | $4,241+42.4% | $5,107+18.3% | $3,767+60.3% |
| Admin fee / account holder | $2,359 | $3,368-30.0% | $12,068-80.5% | $2,969-20.5% |