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 | $61,917 | $100,773-38.6% | $88,946-30.4% | $142,382-56.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 16.03% | 70.18%-54.1pp | 57.82%-41.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,979 | $2,918+2.1% | $2,555+16.6% | $4,299-30.7% |
| Participant deferral / active EE | $2,207 | $5,230-57.8% | $4,581-51.8% | $6,507-66.1% |
| Admin fee / account holder | $1,188 | $9,693-87.7% | $8,261-85.6% | $12,624-90.6% |