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 | $36,317 | $74,927-51.5% | $101,794-64.3% | $84,808-57.2% |
| Participation rate | 95.9% | 61.4%+34.5pp | 69.2%+26.7pp | 68.3%+27.6pp |
| Annual return | 19.08% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,101 | $1,522+38.1% | $2,289-8.2% | $2,631-20.1% |
| Participant deferral / active EE | $6,494 | $3,099+109.5% | $4,084+59.0% | $4,212+54.2% |
| Admin fee / account holder | $908 | $6,514-86.1% | $8,777-89.6% | $7,344-87.6% |