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 3-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 | $49,347 | $95,803-48.5% | $113,168-56.4% | $84,808-41.8% |
| Participation rate | 81.6% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.3pp |
| Annual return | 13.52% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,296 | $2,360-2.7% | $2,975-22.8% | $2,631-12.8% |
| Participant deferral / active EE | $5,029 | $4,242+18.6% | $5,107-1.5% | $4,212+19.4% |
| Admin fee / account holder | $3,214 | $8,989-64.2% | $12,068-73.4% | $7,344-56.2% |