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 | $77,220 | $60,349+28.0% | $74,183+4.1% | $62,891+22.8% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 6.72% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,462 | $1,680-13.0% | $2,370-38.3% | $2,281-35.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $43,832 | $4,261+928.6% | $5,586+684.7% | $4,296+920.4% |