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 | $89,476 | $114,381-21.8% | $107,525-16.8% | $142,382-37.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 18.20% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,095 | $4,015+201.3% | $3,754+222.2% | $4,299+181.3% |
| Participant deferral / active EE | $5,389 | $5,564-3.2% | $5,116+5.3% | $6,507-17.2% |
| Admin fee / account holder | $12,038 | $9,860+22.1% | $8,919+35.0% | $12,624-4.6% |