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 | $68,484 | $127,065-46.1% | $113,168-39.5% | $142,382-51.9% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 16.32% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,564 | $3,442+61.6% | $2,975+87.0% | $4,299+29.4% |
| Participant deferral / active EE | $6,889 | $5,716+20.5% | $5,107+34.9% | $6,507+5.9% |
| Admin fee / account holder | $5,159 | $15,736-67.2% | $12,068-57.2% | $12,624-59.1% |