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 | $33,139 | $80,673-58.9% | $101,326-67.3% | $84,808-60.9% |
| Participation rate | 76.1% | 77.8%-1.7pp | 81.5%-5.4pp | 68.3%+7.8pp |
| Annual return | 18.13% | 38.95%-20.8pp | 36.82%-18.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,803 | $2,698-33.2% | $3,665-50.8% | $2,631-31.5% |
| Participant deferral / active EE | $5,033 | $6,840-26.4% | $7,994-37.0% | $4,212+19.5% |
| Admin fee / account holder | $11,647 | $12,784-8.9% | $11,185+4.1% | $7,344+58.6% |