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 | $66,964 | $127,065-47.3% | $113,168-40.8% | $142,382-53.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 17.70% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,170 | $3,442-7.9% | $2,975+6.6% | $4,299-26.3% |
| Participant deferral / active EE | $5,035 | $5,716-11.9% | $5,107-1.4% | $6,507-22.6% |
| Admin fee / account holder | $3,767 | $15,736-76.1% | $12,068-68.8% | $12,624-70.2% |