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 | $47,885 | $111,754-57.2% | $103,333-53.7% | $145,922-67.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.45% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,852 | $4,212-56.0% | $3,868-52.1% | $4,660-60.2% |
| Participant deferral / active EE | $8,008 | $5,619+42.5% | $5,057+58.3% | $6,688+19.7% |
| Admin fee / account holder | $16,539 | $9,750+69.6% | $8,355+98.0% | $13,397+23.5% |