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 | $22,271 | $68,719-67.6% | $91,541-75.7% | $84,808-73.7% |
| Participation rate | 97.1% | 64.5%+32.6pp | 69.8%+27.4pp | 68.3%+28.8pp |
| Annual return | 24.97% | 19.12%+5.8pp | 20.50%+4.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $5,267 | $1,920+174.4% | $2,505+110.3% | $2,631+100.2% |
| Participant deferral / active EE | $7,360 | $3,136+134.7% | $4,008+83.6% | $4,212+74.8% |
| Admin fee / account holder | $4,665 | $5,786-19.4% | $6,956-32.9% | $7,344-36.5% |