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 | $46,418 | $102,605-54.8% | $145,661-68.1% | $84,808-45.3% |
| Participation rate | 79.5% | 74.3%+5.2pp | 77.2%+2.3pp | 68.3%+11.2pp |
| Annual return | 37.54% | 26.50%+11.0pp | 101.46%-63.9pp | 40.90%-3.4pp |
| Employer contribution / active EE | $4,611 | $3,325+38.7% | $4,238+8.8% | $2,631+75.3% |
| Participant deferral / active EE | $8,512 | $5,750+48.0% | $7,198+18.3% | $4,212+102.1% |
| Admin fee / account holder | $2,854 | $8,758-67.4% | $12,466-77.1% | $7,344-61.1% |