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 | $26,191 | $73,787-64.5% | $98,716-73.5% | $82,448-68.2% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.3%+14.7pp | 68.1%+15.9pp |
| Annual return | 29.71% | 18.57%+11.1pp | 31.81%-2.1pp | 41.64%-11.9pp |
| Employer contribution / active EE | $1,412 | $1,511-6.5% | $2,279-38.0% | $2,551-44.6% |
| Participant deferral / active EE | $2,921 | $3,081-5.2% | $4,048-27.8% | $4,139-29.4% |
| Admin fee / account holder | $1,913 | $6,500-70.6% | $8,703-78.0% | $7,234-73.6% |