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 | $19,373 | $51,604-62.5% | $129,295-85.0% | $80,874-76.0% |
| Participation rate | 84.5% | 57.0%+27.5pp | 69.6%+14.9pp | 67.6%+16.9pp |
| Annual return | 20.51% | 20.76%-0.3pp | 9429.28%-9408.8pp | 35.62%-15.1pp |
| Employer contribution / active EE | $1,434 | $1,585-9.5% | $4,157-65.5% | $2,756-48.0% |
| Participant deferral / active EE | $3,144 | $2,670+17.7% | $4,169-24.6% | $4,297-26.8% |
| Admin fee / account holder | $1,024 | $4,310-76.2% | $7,665-86.6% | $6,935-85.2% |