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 | $59,205 | $94,625-37.4% | $116,228-49.1% | $84,808-30.2% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 13.38% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,914 | $2,347+24.2% | $2,994-2.7% | $2,631+10.8% |
| Participant deferral / active EE | $4,820 | $3,972+21.4% | $4,953-2.7% | $4,212+14.4% |
| Admin fee / account holder | $18,873 | $10,091+87.0% | $11,989+57.4% | $7,344+157.0% |