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 5-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 | $66,942 | $80,968-17.3% | $96,544-30.7% | $75,163-10.9% |
| Participation rate | 91.4% | 71.8%+19.7pp | 76.0%+15.5pp | 67.2%+24.2pp |
| Annual return | 13.23% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,148 | $2,282+38.0% | $2,965+6.2% | $2,670+17.9% |
| Participant deferral / active EE | $4,670 | $3,928+18.9% | $4,851-3.7% | $4,125+13.2% |
| Admin fee / account holder | $4,225 | $6,724-37.2% | $8,252-48.8% | $5,651-25.2% |