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 | $43,778 | $71,050-38.4% | $93,606-53.2% | $80,856-45.9% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 12.82% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,320 | $1,564+48.4% | $2,420-4.1% | $2,755-15.8% |
| Participant deferral / active EE | $3,934 | $4,034-2.5% | $4,411-10.8% | $4,296-8.4% |
| Admin fee / account holder | $15,344 | $6,945+120.9% | $8,285+85.2% | $6,918+121.8% |