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 | $60,580 | $112,729-46.3% | $98,716-38.6% | $137,256-55.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 10.51% | 38.48%-28.0pp | 31.81%-21.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,726 | $2,7250% | $2,279+19.6% | $4,156-34.4% |
| Participant deferral / active EE | $6,015 | $4,640+29.6% | $4,048+48.6% | $6,407-6.1% |
| Admin fee / account holder | $5,516 | $10,129-45.5% | $8,703-36.6% | $12,270-55.0% |