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 | $42,773 | $78,520-45.5% | $96,576-55.7% | $82,448-48.1% |
| Participation rate | 84.1% | 77.7%+6.4pp | 81.4%+2.6pp | 68.1%+16.0pp |
| Annual return | 17.99% | 41.30%-23.3pp | 38.47%-20.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,569 | $2,630-2.3% | $3,553-27.7% | $2,551+0.7% |
| Participant deferral / active EE | $10,452 | $6,754+54.7% | $7,956+31.4% | $4,139+152.5% |
| Admin fee / account holder | $22,026 | $13,455+63.7% | $11,381+93.5% | $7,234+204.5% |