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 | $66,130 | $86,286-23.4% | $111,297-40.6% | $85,850-23.0% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 18.18% | 19.99%-1.8pp | 54.65%-36.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,697 | $2,043+32.0% | $2,731-1.3% | $2,565+5.1% |
| Participant deferral / active EE | $4,701 | $3,641+29.1% | $4,487+4.8% | $3,952+19.0% |
| Admin fee / account holder | $1,252 | $8,188-84.7% | $7,964-84.3% | $6,260-80.0% |