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 | $39,331 | $127,065-69.0% | $113,168-65.2% | $142,382-72.4% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 15.17% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,501 | $3,442-56.4% | $2,975-49.6% | $4,299-65.1% |
| Participant deferral / active EE | $5,985 | $5,716+4.7% | $5,107+17.2% | $6,507-8.0% |
| Admin fee / account holder | $1,816 | $15,736-88.5% | $12,068-84.9% | $12,624-85.6% |