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 3-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 | $66,994 | $106,515-37.1% | $96,683-30.7% | $139,434-52.0% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 15.01% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,473 | $4,103-39.7% | $3,737-33.8% | $4,751-47.9% |
| Participant deferral / active EE | $5,419 | $5,454-0.6% | $4,878+11.1% | $6,710-19.2% |
| Admin fee / account holder | $45,997 | $7,877+484.0% | $6,730+583.5% | $11,403+303.4% |