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 | $54,865 | $54,705+0.3% | $71,209-23.0% | $84,808-35.3% |
| Participation rate | 70.6% | 64.1%+6.5pp | 73.8%-3.2pp | 68.3%+2.3pp |
| Annual return | 16.78% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,946 | $2,158+36.5% | $2,721+8.3% | $2,631+12.0% |
| Participant deferral / active EE | $2,974 | $3,030-1.9% | $4,175-28.8% | $4,212-29.4% |
| Admin fee / account holder | $6,557 | $4,863+34.8% | $5,349+22.6% | $7,344-10.7% |