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 | $82,272 | $138,347-40.5% | $184,203-55.3% | $80,856+1.8% |
| Participation rate | 73.3% | 83.9%-10.5pp | 86.8%-13.5pp | 67.6%+5.7pp |
| Annual return | 21.17% | 20.02%+1.2pp | 28.81%-7.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,675 | $4,850-65.5% | $6,427-73.9% | $2,755-39.2% |
| Participant deferral / active EE | $13,278 | $7,071+87.8% | $9,131+45.4% | $4,296+209.1% |
| Admin fee / account holder | $28,792 | $10,483+174.6% | $13,901+107.1% | $6,918+316.2% |