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 | $27,313 | $109,881-75.1% | $150,045-81.8% | $84,808-67.8% |
| Participation rate | 72.3% | 76.1%-3.7pp | 82.3%-10.0pp | 68.3%+4.0pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,235 | $3,561-65.3% | $4,693-73.7% | $2,631-53.1% |
| Participant deferral / active EE | $9,083 | $6,636+36.9% | $7,997+13.6% | $4,212+115.7% |
| Admin fee / account holder | $6,588 | $8,568-23.1% | $13,435-51.0% | $7,344-10.3% |