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 | $59,693 | $81,248-26.5% | $155,509-61.6% | $80,856-26.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,095 | $3,100-32.4% | $4,672-55.2% | $2,755-23.9% |
| Participant deferral / active EE | $6,892 | $3,452+99.7% | $5,626+22.5% | $4,296+60.4% |
| Admin fee / account holder | $3,971 | $7,997-50.3% | $15,912-75.0% | $6,918-42.6% |