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 | $61,662 | $94,625-34.8% | $116,228-46.9% | $84,808-27.3% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.6pp |
| Annual return | 15.52% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,269 | $2,347+39.3% | $2,994+9.2% | $2,631+24.2% |
| Participant deferral / active EE | $8,046 | $3,972+102.6% | $4,953+62.4% | $4,212+91.0% |
| Admin fee / account holder | $13,926 | $10,091+38.0% | $11,989+16.2% | $7,344+89.6% |