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 | $48,945 | $77,503-36.8% | $100,391-51.2% | $80,856-39.5% |
| Participation rate | 97.7% | 76.9%+20.8pp | 81.5%+16.2pp | 67.6%+30.1pp |
| Annual return | 18.82% | 37.20%-18.4pp | 49.20%-30.4pp | 35.59%-16.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,766 | $6,820+43.2% | $8,082+20.8% | $4,296+127.3% |
| Admin fee / account holder | $3,363 | $5,897-43.0% | $7,899-57.4% | $6,918-51.4% |