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 | $40,368 | $81,248-50.3% | $155,509-74.0% | $80,856-50.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 21.99% | 33.31%-11.3pp | 64.67%-42.7pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,545 | $3,100-17.9% | $4,672-45.5% | $2,755-7.6% |
| Participant deferral / active EE | $4,396 | $3,452+27.4% | $5,626-21.9% | $4,296+2.3% |
| Admin fee / account holder | $4,046 | $7,997-49.4% | $15,912-74.6% | $6,918-41.5% |