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 | $56,045 | $76,407-26.6% | $150,298-62.7% | $82,448-32.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 27.29% | 39.99%-12.7pp | 62.79%-35.5pp | 41.64%-14.3pp |
| Employer contribution / active EE | $2,948 | $2,614+12.8% | $4,154-29.0% | $2,551+15.6% |
| Participant deferral / active EE | $7,165 | $3,214+122.9% | $5,453+31.4% | $4,139+73.1% |
| Admin fee / account holder | $13,003 | $6,352+104.7% | $14,116-7.9% | $7,234+79.7% |