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 | $69,337 | $78,705-11.9% | $117,854-41.2% | $70,131-1.1% |
| Participation rate | 95.7% | 73.2%+22.5pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 16.53% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,323 | $2,223+4.5% | $3,786-38.6% | $2,342-0.8% |
| Participant deferral / active EE | $4,404 | $3,297+33.6% | $4,482-1.7% | $3,332+32.2% |
| Admin fee / account holder | $4,287 | $5,065-15.4% | $8,020-46.5% | $4,645-7.7% |