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 | $44,087 | $81,446-45.9% | $103,374-57.4% | $80,874-45.5% |
| Participation rate | 94.9% | 66.9%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 14.09% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $5,827 | $3,107+87.5% | $3,869+50.6% | $2,756+111.4% |
| Participant deferral / active EE | $7,878 | $3,870+103.6% | $5,058+55.8% | $4,297+83.3% |
| Admin fee / account holder | $1,767 | $6,715-73.7% | $8,394-79.0% | $6,935-74.5% |