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 | $25,323 | $80,717-68.6% | $154,803-83.6% | $84,808-70.1% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.4pp | 68.3%+24.2pp |
| Annual return | 18.07% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,161 | $2,761-21.7% | $4,305-49.8% | $2,631-17.8% |
| Participant deferral / active EE | $4,201 | $3,303+27.2% | $5,540-24.2% | $4,212-0.2% |
| Admin fee / account holder | $1,627 | $6,746-75.9% | $14,329-88.6% | $7,344-77.8% |