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 | $52,125 | $148,978-65.0% | $200,582-74.0% | $84,808-38.5% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 21.46% | 28.16%-6.7pp | 42.33%-20.9pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,857 | $4,815+0.9% | $6,419-24.3% | $2,631+84.6% |
| Participant deferral / active EE | $6,599 | $7,142-7.6% | $9,331-29.3% | $4,212+56.7% |
| Admin fee / account holder | $1,228 | $13,977-91.2% | $16,305-92.5% | $7,344-83.3% |