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 5-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 | $44,608 | $87,013-48.7% | $106,213-58.0% | $80,856-44.8% |
| Participation rate | 92.2% | 70.4%+21.7pp | 75.3%+16.9pp | 67.6%+24.5pp |
| Annual return | 14.65% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,883 | $2,395+20.4% | $3,171-9.1% | $2,755+4.7% |
| Participant deferral / active EE | $4,754 | $3,986+19.3% | $5,016-5.2% | $4,296+10.7% |
| Admin fee / account holder | $3,198 | $8,431-62.1% | $11,033-71.0% | $6,918-53.8% |