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 | $51,692 | $65,685-21.3% | $57,179-9.6% | $273,961-81.1% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 5.66% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,301 | $3,782-12.7% | $3,096+6.6% | $5,287-37.6% |
| Admin fee / account holder | $1,035 | $4,835-78.6% | $3,139-67.0% | $10,132-89.8% |