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 | $49,496 | $81,460-39.2% | $103,333-52.1% | $80,856-38.8% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 12.97% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,140 | $3,105-63.3% | $3,868-70.5% | $2,755-58.6% |
| Participant deferral / active EE | $3,357 | $3,869-13.2% | $5,057-33.6% | $4,296-21.9% |
| Admin fee / account holder | $2,699 | $6,566-58.9% | $8,355-67.7% | $6,918-61.0% |