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 | $43,275 | $127,065-65.9% | $113,168-61.8% | $142,382-69.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 22.97% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,890 | $3,442-45.1% | $2,975-36.5% | $4,299-56.0% |
| Participant deferral / active EE | $8,628 | $5,716+50.9% | $5,107+69.0% | $6,507+32.6% |
| Admin fee / account holder | $2,824 | $15,736-82.1% | $12,068-76.6% | $12,624-77.6% |