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 | $55,798 | $84,556-34.0% | $116,228-52.0% | $74,304-24.9% |
| Participation rate | 75.5% | 66.0%+9.4pp | 74.6%+0.9pp | 60.3%+15.1pp |
| Annual return | 15.12% | 18.35%-3.2pp | 90.06%-74.9pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,315 | $2,168-39.3% | $2,994-56.1% | $2,241-41.3% |
| Participant deferral / active EE | $3,350 | $3,814-12.2% | $4,953-32.4% | $3,767-11.1% |
| Admin fee / account holder | $9,153 | $3,792+141.4% | $11,989-23.7% | $2,969+208.3% |