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 6-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 | $59,024 | $72,277-18.3% | $101,248-41.7% | $79,858-26.1% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | 16.66% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,427 | $2,692-9.8% | $3,660-33.7% | $2,471-1.8% |
| Participant deferral / active EE | $6,092 | $3,282+85.6% | $4,370+39.4% | $3,740+62.9% |
| Admin fee / account holder | $11,264 | $4,400+156.0% | $5,945+89.4% | $5,306+112.3% |