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 | $52,142 | $54,705-4.7% | $71,209-26.8% | $84,808-38.5% |
| Participation rate | 84.9% | 64.1%+20.8pp | 73.8%+11.1pp | 68.3%+16.6pp |
| Annual return | 16.32% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,058 | $2,158+41.7% | $2,721+12.4% | $2,631+16.2% |
| Participant deferral / active EE | $4,711 | $3,030+55.5% | $4,175+12.8% | $4,212+11.9% |
| Admin fee / account holder | $2,809 | $4,863-42.2% | $5,349-47.5% | $7,344-61.7% |