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 | $42,166 | $73,933-43.0% | $96,683-56.4% | $75,163-43.9% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,804 | $2,928-38.4% | $3,737-51.7% | $2,670-32.4% |
| Participant deferral / active EE | $2,537 | $3,659-30.7% | $4,878-48.0% | $4,125-38.5% |
| Admin fee / account holder | $8,035 | $5,216+54.0% | $6,730+19.4% | $5,651+42.2% |