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 3-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 | $60,870 | $146,267-58.4% | $197,124-69.1% | $82,448-26.2% |
| Participation rate | 72.4% | 84.0%-11.6pp | 86.7%-14.3pp | 68.1%+4.3pp |
| Annual return | 13.50% | 29.61%-16.1pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,582 | $4,723-24.2% | $6,227-42.5% | $2,551+40.4% |
| Participant deferral / active EE | $9,500 | $7,035+35.0% | $9,135+4.0% | $4,139+129.5% |
| Admin fee / account holder | $19,701 | $14,422+36.6% | $16,298+20.9% | $7,234+172.3% |