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 3-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 | $71,134 | $127,065-44.0% | $113,168-37.1% | $142,382-50.0% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 19.39% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,351 | $3,442+26.4% | $2,975+46.3% | $4,299+1.2% |
| Participant deferral / active EE | $8,912 | $5,716+55.9% | $5,107+74.5% | $6,507+37.0% |
| Admin fee / account holder | $1,764 | $15,736-88.8% | $12,068-85.4% | $12,624-86.0% |