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 | $73,827 | $127,065-41.9% | $113,168-34.8% | $142,382-48.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 18.10% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,755 | $3,442-20.0% | $2,975-7.4% | $4,299-35.9% |
| Participant deferral / active EE | $7,056 | $5,716+23.4% | $5,107+38.2% | $6,507+8.4% |
| Admin fee / account holder | $7,258 | $15,736-53.9% | $12,068-39.9% | $12,624-42.5% |