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 | $30,708 | $80,673-61.9% | $101,326-69.7% | $84,808-63.8% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.2pp |
| Annual return | 15.81% | 38.95%-23.1pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,246 | $2,698-53.8% | $3,665-66.0% | $2,631-52.6% |
| Participant deferral / active EE | $6,963 | $6,840+1.8% | $7,994-12.9% | $4,212+65.3% |
| Admin fee / account holder | $20,231 | $12,784+58.3% | $11,185+80.9% | $7,344+175.5% |