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 | $15,640 | $76,407-79.5% | $150,298-89.6% | $82,448-81.0% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 18.73% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,483 | $2,614-43.3% | $4,154-64.3% | $2,551-41.9% |
| Participant deferral / active EE | $1,771 | $3,214-44.9% | $5,453-67.5% | $4,139-57.2% |
| Admin fee / account holder | $1,368 | $6,352-78.5% | $14,116-90.3% | $7,234-81.1% |