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 | $62,657 | $106,749-41.3% | $145,433-56.9% | $82,448-24.0% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 19.41% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,413 | $3,444-29.9% | $4,554-47.0% | $2,551-5.4% |
| Participant deferral / active EE | $11,808 | $6,519+81.1% | $7,897+49.5% | $4,139+185.3% |
| Admin fee / account holder | $4,306 | $8,390-48.7% | $13,129-67.2% | $7,234-40.5% |