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 | $69,251 | $77,503-10.6% | $100,391-31.0% | $80,856-14.4% |
| Participation rate | 81.8% | 76.9%+4.9pp | 81.5%+0.3pp | 67.6%+14.2pp |
| Annual return | 14.22% | 37.20%-23.0pp | 49.20%-35.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,438 | $2,801-12.9% | $3,942-38.1% | $2,755-11.5% |
| Participant deferral / active EE | $5,738 | $6,820-15.9% | $8,082-29.0% | $4,296+33.6% |
| Admin fee / account holder | $1,277 | $5,897-78.3% | $7,899-83.8% | $6,918-81.5% |