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 8-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 | $51,534 | $81,460-36.7% | $103,333-50.1% | $80,856-36.3% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.04% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,782 | $3,105-42.6% | $3,868-53.9% | $2,755-35.3% |
| Participant deferral / active EE | $4,015 | $3,869+3.8% | $5,057-20.6% | $4,296-6.5% |
| Admin fee / account holder | $4,359 | $6,566-33.6% | $8,355-47.8% | $6,918-37.0% |