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 | $64,947 | $73,787-12.0% | $98,716-34.2% | $82,448-21.2% |
| Participation rate | 81.2% | 61.4%+19.8pp | 69.3%+11.9pp | 68.1%+13.1pp |
| Annual return | 31.07% | 18.57%+12.5pp | 31.81%-0.7pp | 41.64%-10.6pp |
| Employer contribution / active EE | $2,293 | $1,511+51.7% | $2,279+0.6% | $2,551-10.1% |
| Participant deferral / active EE | $6,972 | $3,081+126.3% | $4,048+72.2% | $4,139+68.4% |
| Admin fee / account holder | $2,421 | $6,500-62.8% | $8,703-72.2% | $7,234-66.5% |