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 | $40,344 | $101,724-60.3% | $164,813-75.5% | $80,856-50.1% |
| Participation rate | 90.5% | 71.8%+18.6pp | 78.6%+11.9pp | 67.6%+22.8pp |
| Annual return | 10.66% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,764 | $2,953+61.3% | $4,341+9.7% | $2,755+72.9% |
| Participant deferral / active EE | $4,662 | $4,477+4.1% | $6,031-22.7% | $4,296+8.5% |
| Admin fee / account holder | $1,518 | $8,227-81.6% | $12,690-88.0% | $6,918-78.1% |