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 4-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 | $65,083 | $109,881-40.8% | $150,045-56.6% | $84,808-23.3% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,564 | $3,561-56.1% | $4,693-66.7% | $2,631-40.6% |
| Participant deferral / active EE | $4,721 | $6,636-28.9% | $7,997-41.0% | $4,212+12.1% |
| Admin fee / account holder | $1,769 | $8,568-79.4% | $13,435-86.8% | $7,344-75.9% |