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 | $84,331 | $106,749-21.0% | $145,433-42.0% | $82,448+2.3% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 17.00% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,381 | $3,444-30.9% | $4,554-47.7% | $2,551-6.7% |
| Participant deferral / active EE | $5,821 | $6,519-10.7% | $7,897-26.3% | $4,139+40.6% |
| Admin fee / account holder | $2,966 | $8,390-64.6% | $13,129-77.4% | $7,234-59.0% |