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 | $44,598 | $100,970-55.8% | $96,576-53.8% | $137,256-67.5% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 19.34% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,717 | $3,809-2.4% | $3,553+4.6% | $4,156-10.6% |
| Participant deferral / active EE | $5,654 | $8,286-31.8% | $7,956-28.9% | $6,407-11.7% |
| Admin fee / account holder | $693 | $11,312-93.9% | $11,381-93.9% | $12,270-94.4% |