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 7-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 | $51,910 | $95,803-45.8% | $113,168-54.1% | $84,808-38.8% |
| Participation rate | 89.1% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.8pp |
| Annual return | 19.67% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,587 | $2,360-32.8% | $2,975-46.7% | $2,631-39.7% |
| Participant deferral / active EE | $5,025 | $4,242+18.5% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $2,491 | $8,989-72.3% | $12,068-79.4% | $7,344-66.1% |