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 | $54,822 | $100,970-45.7% | $96,576-43.2% | $137,256-60.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 23.91% | 38.16%-14.3pp | 38.47%-14.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,482 | $3,809-34.8% | $3,553-30.1% | $4,156-40.3% |
| Participant deferral / active EE | $11,448 | $8,286+38.1% | $7,956+43.9% | $6,407+78.7% |
| Admin fee / account holder | $2,733 | $11,312-75.8% | $11,381-76.0% | $12,270-77.7% |