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 | $26,464 | $73,787-64.1% | $98,716-73.2% | $82,448-67.9% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.3%+3.1pp | 68.1%+4.3pp |
| Annual return | 20.66% | 18.57%+2.1pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,332 | $1,511-11.8% | $2,279-41.5% | $2,551-47.8% |
| Participant deferral / active EE | $3,567 | $3,081+15.7% | $4,048-11.9% | $4,139-13.8% |
| Admin fee / account holder | $473 | $6,500-92.7% | $8,703-94.6% | $7,234-93.5% |