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 | $39,854 | $81,248-50.9% | $155,509-74.4% | $80,856-50.7% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 15.66% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,827 | $3,100-41.1% | $4,672-60.9% | $2,755-33.7% |
| Participant deferral / active EE | $4,741 | $3,452+37.4% | $5,626-15.7% | $4,296+10.4% |
| Admin fee / account holder | $1,881 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |