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 | $14,537 | $45,863-68.3% | $77,024-81.1% | $68,494-78.8% |
| Participation rate | 95.5% | 55.9%+39.5pp | 67.9%+27.5pp | 67.9%+27.6pp |
| Annual return | 81.58% | 1.72%+79.9pp | 42.32%+39.3pp | -7.84%+89.4pp |
| Employer contribution / active EE | $3,110 | $1,650+88.5% | $2,812+10.6% | $2,596+19.8% |
| Participant deferral / active EE | $5,698 | $2,962+92.3% | $4,426+28.7% | $4,027+41.5% |
| Admin fee / account holder | $1,041 | $3,041-65.8% | $5,425-80.8% | $5,403-80.7% |