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 | $54,725 | $108,825-49.7% | $156,181-65.0% | $82,448-33.6% |
| Participation rate | 81.6% | 72.4%+9.3pp | 78.8%+2.8pp | 68.1%+13.6pp |
| Annual return | 14.95% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,379 | $2,870-17.1% | $4,294-44.6% | $2,551-6.7% |
| Participant deferral / active EE | $7,079 | $4,577+54.7% | $6,132+15.4% | $4,139+71.0% |
| Admin fee / account holder | $3,685 | $9,341-60.6% | $14,586-74.7% | $7,234-49.1% |