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 | $77,523-55.7% | $100,383-65.8% | $80,874-57.6% |
| Participation rate | 89.7% | 77.0%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 24.13% | 37.21%-13.1pp | 49.26%-25.1pp | 35.62%-11.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,995 | $6,822+163.8% | $8,086+122.6% | $4,297+318.8% |
| Admin fee / account holder | $8,015 | $5,899+35.9% | $7,900+1.5% | $6,935+15.6% |