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 3-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 | $19,555 | $54,705-64.3% | $71,209-72.5% | $84,808-76.9% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.8%+7.7pp | 68.3%+13.2pp |
| Annual return | 24.87% | 35.90%-11.0pp | 282.51%-257.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,372 | $2,158+9.9% | $2,721-12.8% | $2,631-9.9% |
| Participant deferral / active EE | $4,494 | $3,030+48.3% | $4,175+7.6% | $4,212+6.7% |
| Admin fee / account holder | $754 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |