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 | $59,404 | $74,927-20.7% | $101,794-41.6% | $84,808-30.0% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 19.06% | 18.70%+0.4pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,620 | $1,522+137.9% | $2,289+58.2% | $2,631+37.6% |
| Participant deferral / active EE | $6,558 | $3,099+111.6% | $4,084+60.6% | $4,212+55.7% |
| Admin fee / account holder | $1,223 | $6,514-81.2% | $8,777-86.1% | $7,344-83.3% |