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 | $24,817 | $109,881-77.4% | $150,045-83.5% | $84,808-70.7% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 18.15% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,941 | $3,561-45.5% | $4,693-58.6% | $2,631-26.2% |
| Participant deferral / active EE | $2,747 | $6,636-58.6% | $7,997-65.6% | $4,212-34.8% |
| Admin fee / account holder | $664 | $8,568-92.2% | $13,435-95.1% | $7,344-91.0% |