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 | $36,533 | $60,022-39.1% | $88,946-58.9% | $84,808-56.9% |
| Participation rate | 89.1% | 57.8%+31.3pp | 68.8%+20.3pp | 68.3%+20.8pp |
| Annual return | 20.62% | 22.43%-1.8pp | 57.82%-37.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,042 | $1,703-38.8% | $2,555-59.2% | $2,631-60.4% |
| Participant deferral / active EE | $7,705 | $3,114+147.4% | $4,581+68.2% | $4,212+82.9% |
| Admin fee / account holder | $10,166 | $4,811+111.3% | $8,261+23.1% | $7,344+38.4% |