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 | $30,772 | $54,705-43.7% | $71,209-56.8% | $84,808-63.7% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 17.78% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,644 | $2,158-23.8% | $2,721-39.6% | $2,631-37.5% |
| Participant deferral / active EE | $2,424 | $3,030-20.0% | $4,175-42.0% | $4,212-42.5% |
| Admin fee / account holder | $2,522 | $4,863-48.1% | $5,349-52.8% | $7,344-65.7% |