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 | $31,762 | $78,520-59.5% | $96,576-67.1% | $82,448-61.5% |
| Participation rate | 97.5% | 77.7%+19.8pp | 81.4%+16.1pp | 68.1%+29.5pp |
| Annual return | 24.35% | 41.30%-17.0pp | 38.47%-14.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $4,482 | $2,630+70.5% | $3,553+26.2% | $2,551+75.7% |
| Participant deferral / active EE | $7,649 | $6,754+13.3% | $7,956-3.9% | $4,139+84.8% |
| Admin fee / account holder | $1,523 | $13,455-88.7% | $11,381-86.6% | $7,234-78.9% |