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 | $29,253 | $64,839-54.9% | $95,585-69.4% | $84,808-65.5% |
| Participation rate | 93.8% | 63.8%+29.9pp | 72.1%+21.7pp | 68.3%+25.4pp |
| Annual return | 19.28% | -670.96%+690.2pp | 38.56%-19.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,343 | $1,759+33.2% | $2,527-7.3% | $2,631-10.9% |
| Participant deferral / active EE | $4,104 | $2,965+38.4% | $4,023+2.0% | $4,212-2.6% |
| Admin fee / account holder | $2,111 | $5,964-64.6% | $6,127-65.5% | $7,344-71.3% |