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 | $61,254 | $124,425-50.8% | $112,040-45.3% | $137,256-55.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.54% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,856 | $3,411+71.6% | $2,954+98.2% | $4,156+40.9% |
| Participant deferral / active EE | $2,938 | $5,718-48.6% | $5,098-42.4% | $6,407-54.2% |
| Admin fee / account holder | $2,311 | $15,207-84.8% | $12,098-80.9% | $12,270-81.2% |