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 6-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 | $39,282 | $48,230-18.6% | $67,502-41.8% | $80,856-51.4% |
| Participation rate | 84.8% | 66.4%+18.5pp | 72.9%+12.0pp | 67.6%+17.2pp |
| Annual return | 17.68% | 18.28%-0.6pp | 3512.12%-3494.4pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,916 | $2,020+93.9% | $2,731+43.4% | $2,755+42.2% |
| Participant deferral / active EE | $4,915 | $2,924+68.1% | $4,000+22.9% | $4,296+14.4% |
| Admin fee / account holder | $2,405 | $3,681-34.7% | $3,998-39.8% | $6,918-65.2% |