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 | $54,725 | $109,413-50.0% | $156,263-65.0% | $84,808-35.5% |
| Participation rate | 81.6% | 72.7%+8.9pp | 78.9%+2.7pp | 68.3%+13.3pp |
| Annual return | 14.95% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,379 | $2,907-18.2% | $4,333-45.1% | $2,631-9.6% |
| Participant deferral / active EE | $7,079 | $4,590+54.2% | $6,158+15.0% | $4,212+68.1% |
| Admin fee / account holder | $3,685 | $9,357-60.6% | $14,255-74.2% | $7,344-49.8% |