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 | $40,853 | $81,460-49.8% | $103,333-60.5% | $80,856-49.5% |
| Participation rate | 74.4% | 66.8%+7.5pp | 74.5%-0.2pp | 67.6%+6.7pp |
| Annual return | 15.95% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,857 | $3,105-40.2% | $3,868-52.0% | $2,755-32.6% |
| Participant deferral / active EE | $4,785 | $3,869+23.7% | $5,057-5.4% | $4,296+11.4% |
| Admin fee / account holder | $328 | $6,566-95.0% | $8,355-96.1% | $6,918-95.3% |