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 | $47,961 | $74,888-36.0% | $71,209-32.6% | $142,382-66.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 19.11% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,552 | $2,854-45.6% | $2,721-43.0% | $4,299-63.9% |
| Participant deferral / active EE | $5,402 | $4,454+21.3% | $4,175+29.4% | $6,507-17.0% |
| Admin fee / account holder | $2,863 | $5,568-48.6% | $5,349-46.5% | $12,624-77.3% |