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 | $15,327 | $51,638-70.3% | $68,368-77.6% | $82,448-81.4% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 23.43% | 37.53%-14.1pp | 292.57%-269.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,150 | $2,047-43.8% | $2,649-56.6% | $2,551-54.9% |
| Participant deferral / active EE | $4,621 | $2,914+58.6% | $4,123+12.1% | $4,139+11.6% |
| Admin fee / account holder | $1,185 | $4,643-74.5% | $5,150-77.0% | $7,234-83.6% |