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 | $23,587 | $80,717-70.8% | $154,803-84.8% | $84,808-72.2% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 24.51% | 37.96%-13.4pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,378 | $2,761-13.9% | $4,305-44.8% | $2,631-9.6% |
| Participant deferral / active EE | $5,030 | $3,303+52.3% | $5,540-9.2% | $4,212+19.4% |
| Admin fee / account holder | $1,230 | $6,746-81.8% | $14,329-91.4% | $7,344-83.3% |