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 3-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 | $28,626 | $89,753-68.1% | $107,525-73.4% | $84,808-66.2% |
| Participation rate | 88.2% | 68.1%+20.1pp | 75.1%+13.1pp | 68.3%+19.8pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,220 | $3,113-28.7% | $3,754-40.8% | $2,631-15.6% |
| Participant deferral / active EE | $4,250 | $4,056+4.8% | $5,116-16.9% | $4,212+0.9% |
| Admin fee / account holder | $1,819 | $7,222-74.8% | $8,919-79.6% | $7,344-75.2% |