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 | $45,535 | $60,892-25.2% | $82,389-44.7% | $84,808-46.3% |
| Participation rate | 83.7% | 63.3%+20.5pp | 69.5%+14.2pp | 68.3%+15.4pp |
| Annual return | 19.12% | 37.29%-18.2pp | 28.67%-9.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,825 | $1,779+58.8% | $2,517+12.2% | $2,631+7.4% |
| Participant deferral / active EE | $5,770 | $3,179+81.5% | $4,155+38.9% | $4,212+37.0% |
| Admin fee / account holder | $5,718 | $5,467+4.6% | $7,231-20.9% | $7,344-22.1% |