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 | $47,651 | $94,625-49.6% | $116,228-59.0% | $84,808-43.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.5pp | 68.3%+23.7pp |
| Annual return | 17.63% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,385 | $2,347+1.6% | $2,994-20.4% | $2,631-9.4% |
| Participant deferral / active EE | $4,774 | $3,972+20.2% | $4,953-3.6% | $4,212+13.4% |
| Admin fee / account holder | $5,074 | $10,091-49.7% | $11,989-57.7% | $7,344-30.9% |