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 | $81,233-50.9% | $155,567-74.4% | $80,874-50.7% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 15.66% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,827 | $3,101-41.1% | $4,674-60.9% | $2,756-33.7% |
| Participant deferral / active EE | $4,741 | $3,452+37.3% | $5,628-15.7% | $4,297+10.3% |
| Admin fee / account holder | $1,881 | $7,998-76.5% | $15,916-88.2% | $6,935-72.9% |