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 | $51,362 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 12.74% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,550 | $4,804-67.7% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $3,656 | $8,216-55.5% | $7,897-53.7% | $6,407-42.9% |
| Admin fee / account holder | $57,032 | $14,344+297.6% | $13,129+334.4% | $12,270+364.8% |