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 | $49,951 | $81,460-38.7% | $103,333-51.7% | $80,856-38.2% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 35.30% | 25.55%+9.8pp | 24.88%+10.4pp | 35.59%-0.3pp |
| Employer contribution / active EE | $2,661 | $3,105-14.3% | $3,868-31.2% | $2,755-3.4% |
| Participant deferral / active EE | $2,982 | $3,869-22.9% | $5,057-41.0% | $4,296-30.6% |
| Admin fee / account holder | $11,719 | $6,566+78.5% | $8,355+40.3% | $6,918+69.4% |