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 | $34,916 | $86,929-59.8% | $102,423-65.9% | $80,856-56.8% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.2pp |
| Annual return | 15.46% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,550 | $2,369+49.8% | $3,023+17.4% | $2,755+28.9% |
| Participant deferral / active EE | $5,532 | $4,118+34.3% | $5,053+9.5% | $4,296+28.8% |
| Admin fee / account holder | $5,948 | $8,049-26.1% | $9,451-37.1% | $6,918-14.0% |