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 | $14,626 | $90,503-83.8% | $78,689-81.4% | $273,961-94.7% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 3.82% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,855 | $3,176-41.6% | $2,851-34.9% | $4,869-61.9% |
| Participant deferral / active EE | $4,199 | $3,901+7.6% | $3,517+19.4% | $5,287-20.6% |
| Admin fee / account holder | $2,681 | $5,263-49.1% | $4,510-40.6% | $10,132-73.5% |