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 | $24,848 | $109,881-77.4% | $150,045-83.4% | $84,808-70.7% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 53.36% | 28.25%+25.1pp | 62.55%-9.2pp | 40.90%+12.5pp |
| Employer contribution / active EE | $2,168 | $3,561-39.1% | $4,693-53.8% | $2,631-17.6% |
| Participant deferral / active EE | $6,899 | $6,636+4.0% | $7,997-13.7% | $4,212+63.8% |
| Admin fee / account holder | $4,318 | $8,568-49.6% | $13,435-67.9% | $7,344-41.2% |