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 | $37,893 | $73,933-48.7% | $96,683-60.8% | $75,163-49.6% |
| Participation rate | 83.6% | 66.4%+17.2pp | 74.3%+9.2pp | 67.2%+16.4pp |
| Annual return | 17.92% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,308 | $2,928-21.2% | $3,737-38.2% | $2,670-13.5% |
| Participant deferral / active EE | $4,700 | $3,659+28.5% | $4,878-3.7% | $4,125+13.9% |
| Admin fee / account holder | $2,695 | $5,216-48.3% | $6,730-60.0% | $5,651-52.3% |