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 | $40,972 | $101,763-59.7% | $164,866-75.1% | $80,874-49.3% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 17.38% | 16.73%+0.6pp | 69.97%-52.6pp | 35.62%-18.2pp |
| Employer contribution / active EE | $2,610 | $2,954-11.7% | $4,343-39.9% | $2,756-5.3% |
| Participant deferral / active EE | $4,413 | $4,477-1.4% | $6,033-26.8% | $4,297+2.7% |
| Admin fee / account holder | $1,286 | $8,228-84.4% | $12,689-89.9% | $6,935-81.5% |