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 | $29,425 | $81,446-63.9% | $103,374-71.5% | $80,874-63.6% |
| Participation rate | 73.0% | 66.9%+6.1pp | 74.5%-1.5pp | 67.6%+5.3pp |
| Annual return | 13.25% | 25.57%-12.3pp | 24.89%-11.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,323 | $3,870+11.7% | $5,058-14.5% | $4,297+0.6% |
| Admin fee / account holder | $1,719 | $6,715-74.4% | $8,394-79.5% | $6,935-75.2% |