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 | $28,397 | $93,571-69.7% | $135,903-79.1% | $75,163-62.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.01% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,939 | $3,537-16.9% | $4,856-39.5% | $2,670+10.1% |
| Participant deferral / active EE | $6,581 | $6,404+2.8% | $7,758-15.2% | $4,125+59.5% |
| Admin fee / account holder | $2,269 | $6,975-67.5% | $10,762-78.9% | $5,651-59.8% |