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 | $60,735 | $86,929-30.1% | $102,423-40.7% | $80,856-24.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 23.37% | 18.88%+4.5pp | 29.32%-6.0pp | 35.59%-12.2pp |
| Employer contribution / active EE | $2,949 | $2,369+24.5% | $3,023-2.4% | $2,755+7.1% |
| Participant deferral / active EE | $5,524 | $4,118+34.1% | $5,053+9.3% | $4,296+28.6% |
| Admin fee / account holder | $4,777 | $8,049-40.6% | $9,451-49.5% | $6,918-30.9% |