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 | $20,410 | $81,248-74.9% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 75.4% | 66.2%+9.2pp | 78.2%-2.8pp | 67.6%+7.8pp |
| Annual return | 10.77% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,019 | $3,100-34.9% | $4,672-56.8% | $2,755-26.7% |
| Participant deferral / active EE | $4,613 | $3,452+33.6% | $5,626-18.0% | $4,296+7.4% |
| Admin fee / account holder | $2,062 | $7,997-74.2% | $15,912-87.0% | $6,918-70.2% |