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 | $72,125 | $148,978-51.6% | $200,582-64.0% | $84,808-15.0% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 14.67% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,178 | $4,815-13.2% | $6,419-34.9% | $2,631+58.8% |
| Participant deferral / active EE | $10,661 | $7,142+49.3% | $9,331+14.3% | $4,212+153.1% |
| Admin fee / account holder | $11,365 | $13,977-18.7% | $16,305-30.3% | $7,344+54.8% |