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 | $50,676 | $107,452-52.8% | $91,541-44.6% | $142,382-64.4% |
| Participation rate | 78.9% | 75.1%+3.9pp | 69.8%+9.2pp | 80.1%-1.2pp |
| Annual return | 23.08% | 22.06%+1.0pp | 20.50%+2.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,833 | $2,994-38.8% | $2,505-26.8% | $4,299-57.4% |
| Participant deferral / active EE | $6,383 | $4,754+34.3% | $4,008+59.3% | $6,507-1.9% |
| Admin fee / account holder | $1,185 | $8,834-86.6% | $6,956-83.0% | $12,624-90.6% |