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 | $35,692 | $112,729-68.3% | $98,716-63.8% | $137,256-74.0% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 20.73% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $10,152 | $2,725+272.5% | $2,279+345.5% | $4,156+144.3% |
| Participant deferral / active EE | $6,712 | $4,640+44.7% | $4,048+65.8% | $6,407+4.8% |
| Admin fee / account holder | $3,496 | $10,129-65.5% | $8,703-59.8% | $12,270-71.5% |