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 | $61,185 | $112,729-45.7% | $98,716-38.0% | $137,256-55.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 16.73% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,788 | $2,725+2.3% | $2,279+22.4% | $4,156-32.9% |
| Participant deferral / active EE | $8,617 | $4,640+85.7% | $4,048+112.9% | $6,407+34.5% |
| Admin fee / account holder | $659 | $10,129-93.5% | $8,703-92.4% | $12,270-94.6% |