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 | $66,144 | $112,729-41.3% | $98,716-33.0% | $137,256-51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.17% | 38.48%-17.3pp | 31.81%-10.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,014 | $2,725+10.6% | $2,279+32.3% | $4,156-27.5% |
| Participant deferral / active EE | $7,663 | $4,640+65.1% | $4,048+89.3% | $6,407+19.6% |
| Admin fee / account holder | $3,518 | $10,129-65.3% | $8,703-59.6% | $12,270-71.3% |