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 | $55,987 | $81,248-31.1% | $155,509-64.0% | $80,856-30.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 23.67% | 33.31%-9.6pp | 64.67%-41.0pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,524 | $3,100-18.6% | $4,672-46.0% | $2,755-8.4% |
| Participant deferral / active EE | $10,147 | $3,452+194.0% | $5,626+80.3% | $4,296+136.2% |
| Admin fee / account holder | $4,369 | $7,997-45.4% | $15,912-72.5% | $6,918-36.8% |