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 | $31,341 | $48,230-35.0% | $67,502-53.6% | $80,856-61.2% |
| Participation rate | 85.3% | 66.4%+18.9pp | 72.9%+12.4pp | 67.6%+17.7pp |
| Annual return | 14.70% | 18.28%-3.6pp | 3512.12%-3497.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,258 | $2,020-37.7% | $2,731-53.9% | $2,755-54.3% |
| Participant deferral / active EE | $3,559 | $2,924+21.7% | $4,000-11.0% | $4,296-17.2% |
| Admin fee / account holder | $8,991 | $3,681+144.2% | $3,998+124.9% | $6,918+30.0% |