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 | $68,392 | $80,717-15.3% | $154,803-55.8% | $84,808-19.4% |
| Participation rate | 98.4% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 15.62% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,610 | $2,761-41.7% | $4,305-62.6% | $2,631-38.8% |
| Participant deferral / active EE | $4,102 | $3,303+24.2% | $5,540-26.0% | $4,212-2.6% |
| Admin fee / account holder | $4,837 | $6,746-28.3% | $14,329-66.2% | $7,344-34.1% |