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 | $30,043 | $99,918-69.9% | $81,382-63.1% | $145,922-79.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.5%+2.7pp | 80.3%-8.1pp |
| Annual return | 32.73% | 34.32%-1.6pp | 24.73%+8.0pp | 561.29%-528.6pp |
| Employer contribution / active EE | $1,874 | $2,978-37.1% | $2,463-23.9% | $4,660-59.8% |
| Participant deferral / active EE | $4,917 | $4,605+6.8% | $3,883+26.6% | $6,688-26.5% |
| Admin fee / account holder | $12,585 | $8,212+53.3% | $5,768+118.2% | $13,397-6.1% |