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 | $45,160 | $78,520-42.5% | $96,576-53.2% | $82,448-45.2% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 15.72% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,994 | $2,630-24.2% | $3,553-43.9% | $2,551-21.8% |
| Participant deferral / active EE | $8,269 | $6,754+22.4% | $7,956+3.9% | $4,139+99.8% |
| Admin fee / account holder | $16,561 | $13,455+23.1% | $11,381+45.5% | $7,234+128.9% |