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 | $22,473 | $57,590-61.0% | $86,233-73.9% | $82,448-72.7% |
| Participation rate | 81.8% | 57.9%+24.0pp | 69.0%+12.8pp | 68.1%+13.8pp |
| Annual return | 28.87% | 22.41%+6.5pp | 61.39%-32.5pp | 41.64%-12.8pp |
| Employer contribution / active EE | $2,868 | $1,655+73.2% | $2,504+14.5% | $2,551+12.4% |
| Participant deferral / active EE | $4,394 | $3,080+42.7% | $4,559-3.6% | $4,139+6.1% |
| Admin fee / account holder | $3,841 | $4,730-18.8% | $8,342-54.0% | $7,234-46.9% |