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 | $46,671 | $106,749-56.3% | $145,433-67.9% | $82,448-43.4% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 27.80% | 27.59%+0.2pp | 66.58%-38.8pp | 41.64%-13.8pp |
| Employer contribution / active EE | $1,839 | $3,444-46.6% | $4,554-59.6% | $2,551-27.9% |
| Participant deferral / active EE | $12,132 | $6,519+86.1% | $7,897+53.6% | $4,139+193.1% |
| Admin fee / account holder | $4,036 | $8,390-51.9% | $13,129-69.3% | $7,234-44.2% |