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 | $51,376 | $51,175+0.4% | $70,515-27.1% | $75,163-31.6% |
| Participation rate | 88.9% | 60.9%+28.0pp | 68.3%+20.5pp | 67.2%+21.7pp |
| Annual return | 17.31% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,394 | $1,826+195.4% | $2,973+81.4% | $2,670+102.0% |
| Participant deferral / active EE | $7,471 | $2,849+162.2% | $4,567+63.6% | $4,125+81.1% |
| Admin fee / account holder | $1,433 | $4,091-65.0% | $6,412-77.6% | $5,651-74.6% |