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 | $53,747 | $117,983-54.4% | $101,794-47.2% | $142,382-62.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $558 | $2,773-79.9% | $2,289-75.6% | $4,299-87.0% |
| Participant deferral / active EE | $5,472 | $4,714+16.1% | $4,084+34.0% | $6,507-15.9% |
| Admin fee / account holder | $4,891 | $10,433-53.1% | $8,777-44.3% | $12,624-61.3% |