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 | $69,485 | $80,968-14.2% | $96,544-28.0% | $75,163-7.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 14.86% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,945 | $2,282-14.8% | $2,965-34.4% | $2,670-27.1% |
| Participant deferral / active EE | $4,560 | $3,928+16.1% | $4,851-6.0% | $4,125+10.5% |
| Admin fee / account holder | $7,827 | $6,724+16.4% | $8,252-5.2% | $5,651+38.5% |