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 6-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 | $61,599 | $106,749-42.3% | $145,433-57.6% | $82,448-25.3% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.1%+8.9pp | 68.1%+23.0pp |
| Annual return | 18.36% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,805 | $3,444+10.5% | $4,554-16.5% | $2,551+49.2% |
| Participant deferral / active EE | $13,169 | $6,519+102.0% | $7,897+66.8% | $4,139+218.1% |
| Admin fee / account holder | $4,815 | $8,390-42.6% | $13,129-63.3% | $7,234-33.4% |