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 | $50,968 | $74,927-32.0% | $101,794-49.9% | $84,808-39.9% |
| Participation rate | 94.6% | 61.4%+33.2pp | 69.2%+25.4pp | 68.3%+26.3pp |
| Annual return | 17.66% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,541 | $1,522+67.0% | $2,289+11.0% | $2,631-3.4% |
| Participant deferral / active EE | $2,796 | $3,099-9.8% | $4,084-31.5% | $4,212-33.6% |
| Admin fee / account holder | $1,543 | $6,514-76.3% | $8,777-82.4% | $7,344-79.0% |