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 | $67,932 | $106,749-36.4% | $145,433-53.3% | $82,448-17.6% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 23.43% | 27.59%-4.2pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $8,012 | $3,444+132.6% | $4,554+75.9% | $2,551+214.1% |
| Participant deferral / active EE | $15,740 | $6,519+141.5% | $7,897+99.3% | $4,139+280.3% |
| Admin fee / account holder | $1,423 | $8,390-83.0% | $13,129-89.2% | $7,234-80.3% |