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 | $54,575 | $125,758-56.6% | $169,993-67.9% | $75,163-27.4% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.0%+10.1pp | 67.2%+29.9pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,489 | $4,615-24.4% | $6,785-48.6% | $2,670+30.7% |
| Participant deferral / active EE | $6,357 | $6,837-7.0% | $10,408-38.9% | $4,125+54.1% |
| Admin fee / account holder | $2,980 | $8,173-63.5% | $12,815-76.7% | $5,651-47.3% |