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 | $33,222 | $78,520-57.7% | $96,576-65.6% | $82,448-59.7% |
| Participation rate | 94.3% | 77.7%+16.6pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 17.87% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,494 | $2,630+32.9% | $3,553-1.7% | $2,551+37.0% |
| Participant deferral / active EE | $7,644 | $6,754+13.2% | $7,956-3.9% | $4,139+84.7% |
| Admin fee / account holder | $10,598 | $13,455-21.2% | $11,381-6.9% | $7,234+46.5% |