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 | $68,113 | $106,749-36.2% | $145,433-53.2% | $82,448-17.4% |
| Participation rate | 85.5% | 75.6%+9.9pp | 82.1%+3.4pp | 68.1%+17.4pp |
| Annual return | 19.18% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $6,604 | $3,444+91.7% | $4,554+45.0% | $2,551+158.9% |
| Participant deferral / active EE | $5,866 | $6,519-10.0% | $7,897-25.7% | $4,139+41.7% |
| Admin fee / account holder | $32,294 | $8,390+284.9% | $13,129+146.0% | $7,234+346.4% |