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 | $50,719 | $80,717-37.2% | $154,803-67.2% | $84,808-40.2% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,584 | $2,761-42.6% | $4,305-63.2% | $2,631-39.8% |
| Participant deferral / active EE | $5,578 | $3,303+68.9% | $5,540+0.7% | $4,212+32.4% |
| Admin fee / account holder | $4,447 | $6,746-34.1% | $14,329-69.0% | $7,344-39.4% |