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 | $41,463 | $107,452-61.4% | $91,541-54.7% | $142,382-70.9% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 21.55% | 22.06%-0.5pp | 20.50%+1.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,357 | $2,994-21.3% | $2,505-5.9% | $4,299-45.2% |
| Participant deferral / active EE | $4,493 | $4,754-5.5% | $4,008+12.1% | $6,507-30.9% |
| Admin fee / account holder | $4,538 | $8,834-48.6% | $6,956-34.8% | $12,624-64.1% |