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 | $74,162 | $89,698-17.3% | $103,464-28.3% | $80,874-8.3% |
| Participation rate | 97.2% | 76.0%+21.3pp | 80.5%+16.7pp | 67.6%+29.6pp |
| Annual return | 23.51% | 22.78%+0.7pp | 23.91%-0.4pp | 35.62%-12.1pp |
| Employer contribution / active EE | $3,447 | $4,018-14.2% | $4,677-26.3% | $2,756+25.1% |
| Participant deferral / active EE | $8,902 | $5,456+63.2% | $6,624+34.4% | $4,297+107.2% |
| Admin fee / account holder | $1,896 | $6,768-72.0% | $9,410-79.8% | $6,935-72.7% |