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 | $29,148 | $89,753-67.5% | $107,525-72.9% | $84,808-65.6% |
| Participation rate | 85.6% | 68.1%+17.5pp | 75.1%+10.5pp | 68.3%+17.2pp |
| Annual return | 17.70% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,373 | $3,113-23.8% | $3,754-36.8% | $2,631-9.8% |
| Participant deferral / active EE | $3,150 | $4,056-22.3% | $5,116-38.4% | $4,212-25.2% |
| Admin fee / account holder | $4,389 | $7,222-39.2% | $8,919-50.8% | $7,344-40.2% |