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 | $30,668 | $80,717-62.0% | $154,803-80.2% | $84,808-63.8% |
| Participation rate | 94.9% | 66.8%+28.1pp | 78.1%+16.8pp | 68.3%+26.6pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,308 | $2,761-52.6% | $4,305-69.6% | $2,631-50.3% |
| Participant deferral / active EE | $3,852 | $3,303+16.6% | $5,540-30.5% | $4,212-8.5% |
| Admin fee / account holder | $8,002 | $6,746+18.6% | $14,329-44.2% | $7,344+9.0% |