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 | $48,504 | $118,450-59.1% | $98,439-50.7% | $139,434-65.2% |
| Participation rate | 84.6% | 77.4%+7.2pp | 75.2%+9.5pp | 80.3%+4.3pp |
| Annual return | 12.94% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,785 | $3,609-50.5% | $3,048-41.4% | $4,751-62.4% |
| Participant deferral / active EE | $3,396 | $5,392-37.0% | $4,738-28.3% | $6,710-49.4% |
| Admin fee / account holder | $1,200 | $14,026-91.4% | $8,948-86.6% | $11,403-89.5% |