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 | $34,326 | $77,503-55.7% | $100,391-65.8% | $80,856-57.5% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 24.13% | 37.20%-13.1pp | 49.20%-25.1pp | 35.59%-11.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,995 | $6,820+163.9% | $8,082+122.7% | $4,296+318.9% |
| Admin fee / account holder | $8,015 | $5,897+35.9% | $7,899+1.5% | $6,918+15.9% |