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 | $17,591 | $52,580-66.5% | $71,671-75.5% | $70,131-74.9% |
| Participation rate | 86.9% | 60.9%+26.0pp | 68.7%+18.2pp | 69.5%+17.4pp |
| Annual return | 61.96% | 20.25%+41.7pp | 20.65%+41.3pp | 73.14%-11.2pp |
| Employer contribution / active EE | $2,015 | $1,616+24.7% | $2,460-18.1% | $2,342-14.0% |
| Participant deferral / active EE | $3,362 | $2,386+40.9% | $3,438-2.2% | $3,332+0.9% |
| Admin fee / account holder | $2,397 | $3,653-34.4% | $5,558-56.9% | $4,645-48.4% |