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 3-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 | $43,891 | $54,705-19.8% | $71,209-38.4% | $84,808-48.2% |
| Participation rate | 91.9% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.6pp |
| Annual return | 18.15% | 35.90%-17.7pp | 282.51%-264.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,425 | $2,158+12.4% | $2,721-10.9% | $2,631-7.8% |
| Participant deferral / active EE | $4,569 | $3,030+50.8% | $4,175+9.4% | $4,212+8.5% |
| Admin fee / account holder | $1,392 | $4,863-71.4% | $5,349-74.0% | $7,344-81.0% |