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 | $76,326 | $86,286-11.5% | $111,297-31.4% | $85,850-11.1% |
| Participation rate | 90.6% | 73.3%+17.2pp | 77.3%+13.3pp | 69.3%+21.3pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,963 | $2,043+45.0% | $2,731+8.5% | $2,565+15.5% |
| Participant deferral / active EE | $4,042 | $3,641+11.0% | $4,487-9.9% | $3,952+2.3% |
| Admin fee / account holder | $3,160 | $8,188-61.4% | $7,964-60.3% | $6,260-49.5% |