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 | $28,476 | $60,892-53.2% | $82,389-65.4% | $84,808-66.4% |
| Participation rate | 85.3% | 63.3%+22.0pp | 69.5%+15.7pp | 68.3%+17.0pp |
| Annual return | 28.67% | 37.29%-8.6pp | 28.67%0pp | 40.90%-12.2pp |
| Employer contribution / active EE | $3,262 | $1,779+83.3% | $2,517+29.6% | $2,631+24.0% |
| Participant deferral / active EE | $4,720 | $3,179+48.5% | $4,155+13.6% | $4,212+12.1% |
| Admin fee / account holder | $4,529 | $5,467-17.2% | $7,231-37.4% | $7,344-38.3% |