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 | $60,883 | $109,881-44.6% | $150,045-59.4% | $84,808-28.2% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 34.90% | 28.25%+6.7pp | 62.55%-27.6pp | 40.90%-6.0pp |
| Employer contribution / active EE | $4,863 | $3,561+36.6% | $4,693+3.6% | $2,631+84.8% |
| Participant deferral / active EE | $9,697 | $6,636+46.1% | $7,997+21.3% | $4,212+130.2% |
| Admin fee / account holder | $1,518 | $8,568-82.3% | $13,435-88.7% | $7,344-79.3% |