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 | $32,026 | $58,627-45.4% | $76,735-58.3% | $82,448-61.2% |
| Participation rate | 96.3% | 63.2%+33.0pp | 69.5%+26.8pp | 68.1%+28.2pp |
| Annual return | 18.34% | 39.10%-20.8pp | 29.77%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,930 | $1,729+11.6% | $2,454-21.4% | $2,551-24.4% |
| Participant deferral / active EE | $3,375 | $3,134+7.7% | $4,088-17.4% | $4,139-18.5% |
| Admin fee / account holder | $1,268 | $5,323-76.2% | $7,189-82.4% | $7,234-82.5% |