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 | $61,146 | $109,881-44.4% | $150,045-59.2% | $84,808-27.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 45.01% | 28.25%+16.8pp | 62.55%-17.5pp | 40.90%+4.1pp |
| Employer contribution / active EE | $1,310 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $7,191 | $6,636+8.4% | $7,997-10.1% | $4,212+70.8% |
| Admin fee / account holder | $3,174 | $8,568-63.0% | $13,435-76.4% | $7,344-56.8% |