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 | $48,156 | $74,927-35.7% | $101,794-52.7% | $84,808-43.2% |
| Participation rate | 73.8% | 61.4%+12.4pp | 69.2%+4.6pp | 68.3%+5.5pp |
| Annual return | 17.10% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,791 | $1,522+17.7% | $2,289-21.8% | $2,631-31.9% |
| Participant deferral / active EE | $4,839 | $3,099+56.1% | $4,084+18.5% | $4,212+14.9% |
| Admin fee / account holder | $4,275 | $6,514-34.4% | $8,777-51.3% | $7,344-41.8% |