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 | $27,117 | $72,071-62.4% | $68,368-60.3% | $137,256-80.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 20.31% | 353.14%-332.8pp | 292.57%-272.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,112 | $2,788+47.5% | $2,649+55.2% | $4,156-1.1% |
| Participant deferral / active EE | $6,625 | $4,410+50.2% | $4,123+60.7% | $6,407+3.4% |
| Admin fee / account holder | $4,072 | $5,336-23.7% | $5,150-20.9% | $12,270-66.8% |