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 | $35,042 | $80,968-56.7% | $96,544-63.7% | $75,163-53.4% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 19.72% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,390 | $2,282+4.7% | $2,965-19.4% | $2,670-10.5% |
| Participant deferral / active EE | $3,605 | $3,928-8.2% | $4,851-25.7% | $4,125-12.6% |
| Admin fee / account holder | $3,807 | $6,724-43.4% | $8,252-53.9% | $5,651-32.6% |