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 | $51,781 | $48,230+7.4% | $67,502-23.3% | $80,856-36.0% |
| Participation rate | 75.3% | 66.4%+8.9pp | 72.9%+2.4pp | 67.6%+7.7pp |
| Annual return | 20.68% | 18.28%+2.4pp | 3512.12%-3491.4pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,096 | $2,020-45.7% | $2,731-59.9% | $2,755-60.2% |
| Participant deferral / active EE | $4,190 | $2,924+43.3% | $4,000+4.7% | $4,296-2.5% |
| Admin fee / account holder | $6,178 | $3,681+67.8% | $3,998+54.6% | $6,918-10.7% |