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 | $27,732 | $77,899-64.4% | $149,673-81.5% | $75,163-63.1% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 18.46% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,597 | $3,137-17.2% | $4,818-46.1% | $2,670-2.7% |
| Participant deferral / active EE | $5,239 | $3,411+53.6% | $5,680-7.8% | $4,125+27.0% |
| Admin fee / account holder | $1,347 | $5,956-77.4% | $13,210-89.8% | $5,651-76.2% |