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 4-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 | $50,676 | $102,245-50.4% | $89,340-43.3% | $137,256-63.1% |
| Participation rate | 78.9% | 74.9%+4.1pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 23.08% | 21.89%+1.2pp | 20.57%+2.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,833 | $2,529-27.5% | $2,231-17.9% | $4,156-55.9% |
| Participant deferral / active EE | $6,383 | $4,436+43.9% | $3,823+67.0% | $6,407-0.4% |
| Admin fee / account holder | $1,185 | $8,085-85.3% | $6,704-82.3% | $12,270-90.3% |