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 | $48,425 | $95,803-49.5% | $113,168-57.2% | $84,808-42.9% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 21.76% | 25.00%-3.2pp | 24.27%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,927 | $2,360+66.4% | $2,975+32.0% | $2,631+49.3% |
| Participant deferral / active EE | $6,498 | $4,242+53.2% | $5,107+27.2% | $4,212+54.3% |
| Admin fee / account holder | $3,027 | $8,989-66.3% | $12,068-74.9% | $7,344-58.8% |