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 | $69,722 | $87,870-20.7% | $113,168-38.4% | $74,304-6.2% |
| Participation rate | 90.2% | 70.7%+19.4pp | 76.6%+13.6pp | 60.3%+29.8pp |
| Annual return | 15.58% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,908 | $2,277-16.2% | $2,975-35.9% | $2,241-14.9% |
| Participant deferral / active EE | $4,197 | $4,241-1.0% | $5,107-17.8% | $3,767+11.4% |
| Admin fee / account holder | $9,942 | $3,368+195.2% | $12,068-17.6% | $2,969+234.9% |