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 | $91,138 | $80,717+12.9% | $154,803-41.1% | $84,808+7.5% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 17.03% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,071 | $2,761-61.2% | $4,305-75.1% | $2,631-59.3% |
| Participant deferral / active EE | $2,327 | $3,303-29.6% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $981 | $6,746-85.5% | $14,329-93.2% | $7,344-86.6% |