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 | $53,404 | $110,257-51.6% | $96,544-44.7% | $139,434-61.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 13.98% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,572 | $3,620-56.6% | $2,965-47.0% | $4,751-66.9% |
| Participant deferral / active EE | $6,268 | $5,548+13.0% | $4,851+29.2% | $6,710-6.6% |
| Admin fee / account holder | $1,342 | $11,591-88.4% | $8,252-83.7% | $11,403-88.2% |