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 | $24,151 | $81,446-70.3% | $103,374-76.6% | $80,874-70.1% |
| Participation rate | 79.6% | 66.9%+12.8pp | 74.5%+5.1pp | 67.6%+12.0pp |
| Annual return | 18.65% | 25.57%-6.9pp | 24.89%-6.2pp | 35.62%-17.0pp |
| Employer contribution / active EE | $1,384 | $3,107-55.5% | $3,869-64.2% | $2,756-49.8% |
| Participant deferral / active EE | $3,298 | $3,870-14.8% | $5,058-34.8% | $4,297-23.3% |
| Admin fee / account holder | $2,377 | $6,715-64.6% | $8,394-71.7% | $6,935-65.7% |