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 | $15,551 | $64,480-75.9% | $81,382-80.9% | $80,856-80.8% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.5%+28.1pp | 67.6%+30.0pp |
| Annual return | 17.82% | 16.34%+1.5pp | 24.73%-6.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,363 | $1,978+70.0% | $2,463+36.5% | $2,755+22.1% |
| Participant deferral / active EE | $5,158 | $3,094+66.7% | $3,883+32.8% | $4,296+20.1% |
| Admin fee / account holder | $1,146 | $5,671-79.8% | $5,768-80.1% | $6,918-83.4% |