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 | $51,054 | $68,719-25.7% | $91,541-44.2% | $84,808-39.8% |
| Participation rate | 94.9% | 64.5%+30.4pp | 69.8%+25.1pp | 68.3%+26.6pp |
| Annual return | 15.33% | 19.12%-3.8pp | 20.50%-5.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,844 | $1,920-3.9% | $2,505-26.4% | $2,631-29.9% |
| Participant deferral / active EE | $3,769 | $3,136+20.2% | $4,008-6.0% | $4,212-10.5% |
| Admin fee / account holder | $3,918 | $5,786-32.3% | $6,956-43.7% | $7,344-46.6% |