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 | $57,058 | $109,881-48.1% | $150,045-62.0% | $84,808-32.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 29.28% | 28.25%+1.0pp | 62.55%-33.3pp | 40.90%-11.6pp |
| Employer contribution / active EE | $2,349 | $3,561-34.0% | $4,693-49.9% | $2,631-10.7% |
| Participant deferral / active EE | $8,728 | $6,636+31.5% | $7,997+9.1% | $4,212+107.2% |
| Admin fee / account holder | $923 | $8,568-89.2% | $13,435-93.1% | $7,344-87.4% |