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 | $47,331 | $77,899-39.2% | $149,673-68.4% | $75,163-37.0% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 19.90% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,979 | $3,137-36.9% | $4,818-58.9% | $2,670-25.9% |
| Participant deferral / active EE | $6,300 | $3,411+84.7% | $5,680+10.9% | $4,125+52.7% |
| Admin fee / account holder | $545 | $5,956-90.8% | $13,210-95.9% | $5,651-90.4% |