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 3-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 | $49,585 | $77,899-36.3% | $149,673-66.9% | $75,163-34.0% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 15.09% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,560 | $3,137-50.3% | $4,818-67.6% | $2,670-41.6% |
| Participant deferral / active EE | $2,208 | $3,411-35.3% | $5,680-61.1% | $4,125-46.5% |
| Admin fee / account holder | $4,257 | $5,956-28.5% | $13,210-67.8% | $5,651-24.7% |