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 | $24,908 | $80,717-69.1% | $154,803-83.9% | $84,808-70.6% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+15.9pp | 68.3%+25.7pp |
| Annual return | 19.60% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,753 | $2,761-0.3% | $4,305-36.1% | $2,631+4.6% |
| Participant deferral / active EE | $2,451 | $3,303-25.8% | $5,540-55.8% | $4,212-41.8% |
| Admin fee / account holder | $957 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |