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 | $51,332 | $106,749-51.9% | $145,433-64.7% | $82,448-37.7% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,673 | $3,444-22.4% | $4,554-41.3% | $2,551+4.8% |
| Participant deferral / active EE | $8,283 | $6,519+27.1% | $7,897+4.9% | $4,139+100.1% |
| Admin fee / account holder | $13,848 | $8,390+65.1% | $13,129+5.5% | $7,234+91.4% |