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 | $70,338 | $150,197-53.2% | $120,368-41.6% | $145,959-51.8% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 13.70% | 154.26%-140.6pp | 107.26%-93.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,490 | $4,350-42.8% | $3,465-28.1% | $4,661-46.6% |
| Participant deferral / active EE | $3,051 | $6,174-50.6% | $4,991-38.9% | $6,689-54.4% |
| Admin fee / account holder | $3,219 | $12,216-73.6% | $9,429-65.9% | $13,398-76.0% |