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 | $67,682 | $104,974-35.5% | $95,585-29.2% | $142,382-52.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.14% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,475 | $2,779-46.9% | $2,527-41.6% | $4,299-65.7% |
| Participant deferral / active EE | $7,664 | $4,352+76.1% | $4,023+90.5% | $6,507+17.8% |
| Admin fee / account holder | $9,892 | $6,386+54.9% | $6,127+61.4% | $12,624-21.6% |