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 | $51,443 | $86,929-40.8% | $102,423-49.8% | $80,856-36.4% |
| Participation rate | 81.6% | 72.4%+9.3pp | 76.5%+5.1pp | 67.6%+14.0pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,162 | $2,369+33.5% | $3,023+4.6% | $2,755+14.8% |
| Participant deferral / active EE | $5,991 | $4,118+45.5% | $5,053+18.6% | $4,296+39.5% |
| Admin fee / account holder | $7,716 | $8,049-4.1% | $9,451-18.4% | $6,918+11.5% |