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 | $42,326 | $210,408-79.9% | $153,485-72.4% | $145,922-71.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 13.34% | 13.37%0pp | 15.65%-2.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,136 | $6,048-48.1% | $5,039-37.8% | $4,660-32.7% |
| Participant deferral / active EE | $5,148 | $7,975-35.5% | $6,757-23.8% | $6,688-23.0% |
| Admin fee / account holder | $2,765 | $19,419-85.8% | $12,724-78.3% | $13,397-79.4% |