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 | $46,420 | $117,983-60.7% | $101,794-54.4% | $142,382-67.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.57% | 36.92%-17.3pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,896 | $2,773-31.6% | $2,289-17.2% | $4,299-55.9% |
| Participant deferral / active EE | $7,514 | $4,714+59.4% | $4,084+84.0% | $6,507+15.5% |
| Admin fee / account holder | $1,756 | $10,433-83.2% | $8,777-80.0% | $12,624-86.1% |