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 | $24,011 | $74,927-68.0% | $101,794-76.4% | $84,808-71.7% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 12.64% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,845 | $1,522+21.2% | $2,289-19.4% | $2,631-29.9% |
| Participant deferral / active EE | $4,177 | $3,099+34.8% | $4,084+2.3% | $4,212-0.8% |
| Admin fee / account holder | $2,211 | $6,514-66.1% | $8,777-74.8% | $7,344-69.9% |