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 | $30,880 | $81,446-62.1% | $103,374-70.1% | $80,874-61.8% |
| Participation rate | 90.2% | 66.9%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 14.74% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,892 | $3,107+25.3% | $3,869+0.6% | $2,756+41.2% |
| Participant deferral / active EE | $8,483 | $3,870+119.2% | $5,058+67.7% | $4,297+97.4% |
| Admin fee / account holder | $4,122 | $6,715-38.6% | $8,394-50.9% | $6,935-40.6% |