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 | $36,870 | $109,881-66.4% | $150,045-75.4% | $84,808-56.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,603 | $3,561-55.0% | $4,693-65.8% | $2,631-39.1% |
| Participant deferral / active EE | $5,887 | $6,636-11.3% | $7,997-26.4% | $4,212+39.8% |
| Admin fee / account holder | $1,720 | $8,568-79.9% | $13,435-87.2% | $7,344-76.6% |