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 | $80,575 | $81,248-0.8% | $155,509-48.2% | $80,856-0.3% |
| Participation rate | 97.8% | 66.2%+31.6pp | 78.2%+19.6pp | 67.6%+30.2pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,841 | $3,100-40.6% | $4,672-60.6% | $2,755-33.2% |
| Participant deferral / active EE | $4,029 | $3,452+16.7% | $5,626-28.4% | $4,296-6.2% |
| Admin fee / account holder | $2,850 | $7,997-64.4% | $15,912-82.1% | $6,918-58.8% |