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 | $109,881-43.0% | $150,045-58.2% | $84,808-26.1% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 19.41% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,413 | $3,561-32.2% | $4,693-48.6% | $2,631-8.3% |
| Participant deferral / active EE | $11,808 | $6,636+77.9% | $7,997+47.7% | $4,212+180.4% |
| Admin fee / account holder | $4,306 | $8,568-49.7% | $13,435-67.9% | $7,344-41.4% |