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 | $95,453-23.7% | $112,040-35.0% | $82,448-11.7% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.0pp | 68.1%+25.4pp |
| Annual return | 18.14% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,607 | $2,318+55.6% | $2,954+22.1% | $2,551+41.4% |
| Participant deferral / active EE | $9,149 | $4,224+116.6% | $5,098+79.5% | $4,139+121.0% |
| Admin fee / account holder | $6,715 | $9,013-25.5% | $12,098-44.5% | $7,234-7.2% |