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 | $80,768 | $95,803-15.7% | $113,168-28.6% | $84,808-4.8% |
| Participation rate | 77.9% | 72.9%+5.0pp | 76.6%+1.3pp | 68.3%+9.6pp |
| Annual return | 33.90% | 25.00%+8.9pp | 24.27%+9.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $3,758 | $2,360+59.2% | $2,975+26.3% | $2,631+42.8% |
| Participant deferral / active EE | $9,831 | $4,242+131.7% | $5,107+92.5% | $4,212+133.4% |
| Admin fee / account holder | $1,511 | $8,989-83.2% | $12,068-87.5% | $7,344-79.4% |