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 | $54,076 | $77,899-30.6% | $149,673-63.9% | $75,163-28.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.11% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,580 | $3,137-49.6% | $4,818-67.2% | $2,670-40.8% |
| Participant deferral / active EE | $3,565 | $3,411+4.5% | $5,680-37.2% | $4,125-13.6% |
| Admin fee / account holder | $938 | $5,956-84.3% | $13,210-92.9% | $5,651-83.4% |