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 | $15,880 | $81,248-80.5% | $155,509-89.8% | $80,856-80.4% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 16.95% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,910 | $3,100-38.4% | $4,672-59.1% | $2,755-30.7% |
| Participant deferral / active EE | $5,107 | $3,452+48.0% | $5,626-9.2% | $4,296+18.9% |
| Admin fee / account holder | $352 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |