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 | $87,542 | $89,753-2.5% | $107,525-18.6% | $84,808+3.2% |
| Participation rate | 74.4% | 68.1%+6.4pp | 75.1%-0.7pp | 68.3%+6.1pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,059 | $3,113+30.4% | $3,754+8.1% | $2,631+54.3% |
| Participant deferral / active EE | $9,134 | $4,056+125.2% | $5,116+78.5% | $4,212+116.9% |
| Admin fee / account holder | $7,604 | $7,222+5.3% | $8,919-14.7% | $7,344+3.5% |