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 | $50,963 | $95,453-46.6% | $112,040-54.5% | $82,448-38.2% |
| Participation rate | 82.7% | 72.8%+10.0pp | 76.5%+6.2pp | 68.1%+14.6pp |
| Annual return | 21.84% | 23.92%-2.1pp | 24.52%-2.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,199 | $4,224+94.1% | $5,098+60.8% | $4,139+98.1% |
| Admin fee / account holder | $2,063 | $9,013-77.1% | $12,098-82.9% | $7,234-71.5% |