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 | $39,322 | $48,230-18.5% | $67,502-41.7% | $80,856-51.4% |
| Participation rate | 85.4% | 66.4%+19.0pp | 72.9%+12.5pp | 67.6%+17.8pp |
| Annual return | 14.44% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,240 | $2,020+10.9% | $2,731-18.0% | $2,755-18.7% |
| Participant deferral / active EE | $4,898 | $2,924+67.5% | $4,000+22.5% | $4,296+14.0% |
| Admin fee / account holder | $3,538 | $3,681-3.9% | $3,998-11.5% | $6,918-48.9% |