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 | $21,060 | $57,590-63.4% | $86,233-75.6% | $82,448-74.5% |
| Participation rate | 92.6% | 57.9%+34.7pp | 69.0%+23.6pp | 68.1%+24.5pp |
| Annual return | 21.85% | 22.41%-0.6pp | 61.39%-39.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $3,203 | $1,655+93.5% | $2,504+27.9% | $2,551+25.6% |
| Participant deferral / active EE | $4,119 | $3,080+33.8% | $4,559-9.6% | $4,139-0.5% |
| Admin fee / account holder | $833 | $4,730-82.4% | $8,342-90.0% | $7,234-88.5% |