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 | $62,832 | $148,978-57.8% | $200,582-68.7% | $84,808-25.9% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 17.05% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,881 | $4,815-19.4% | $6,419-39.5% | $2,631+47.5% |
| Participant deferral / active EE | $9,465 | $7,142+32.5% | $9,331+1.4% | $4,212+124.7% |
| Admin fee / account holder | $1,584 | $13,977-88.7% | $16,305-90.3% | $7,344-78.4% |