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 | $93,063 | $177,572-47.6% | $154,803-39.9% | $142,382-34.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,559 | $4,810-46.8% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $5,064 | $6,272-19.3% | $5,540-8.6% | $6,507-22.2% |
| Admin fee / account holder | $2,359 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |