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 4-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 | $72,379 | $93,571-22.6% | $135,903-46.7% | $75,163-3.7% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 18.78% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,043 | $3,537-42.2% | $4,856-57.9% | $2,670-23.5% |
| Participant deferral / active EE | $11,598 | $6,404+81.1% | $7,758+49.5% | $4,125+181.1% |
| Admin fee / account holder | $9,297 | $6,975+33.3% | $10,762-13.6% | $5,651+64.5% |