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 | $46,161 | $106,749-56.8% | $145,433-68.3% | $82,448-44.0% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 27.57% | 27.59%0pp | 66.58%-39.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $4,137 | $3,444+20.1% | $4,554-9.2% | $2,551+62.2% |
| Participant deferral / active EE | $9,140 | $6,519+40.2% | $7,897+15.7% | $4,139+120.8% |
| Admin fee / account holder | $3,631 | $8,390-56.7% | $13,129-72.3% | $7,234-49.8% |