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 6-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 | $48,465 | $127,065-61.9% | $113,168-57.2% | $142,382-66.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 15.95% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,936 | $3,442-14.7% | $2,975-1.3% | $4,299-31.7% |
| Participant deferral / active EE | $5,042 | $5,716-11.8% | $5,107-1.3% | $6,507-22.5% |
| Admin fee / account holder | $1,522 | $15,736-90.3% | $12,068-87.4% | $12,624-87.9% |