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 | $49,985 | $81,460-38.6% | $103,333-51.6% | $80,856-38.2% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 14.61% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,637 | $3,105+49.3% | $3,868+19.9% | $2,755+68.3% |
| Participant deferral / active EE | $6,531 | $3,869+68.8% | $5,057+29.1% | $4,296+52.0% |
| Admin fee / account holder | $525 | $6,566-92.0% | $8,355-93.7% | $6,918-92.4% |