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 | $72,817 | $95,803-24.0% | $113,168-35.7% | $84,808-14.1% |
| Participation rate | 93.5% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.2pp |
| Annual return | 18.14% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,607 | $2,360+52.9% | $2,975+21.2% | $2,631+37.1% |
| Participant deferral / active EE | $9,149 | $4,242+115.7% | $5,107+79.2% | $4,212+117.2% |
| Admin fee / account holder | $6,715 | $8,989-25.3% | $12,068-44.4% | $7,344-8.6% |