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 | $47,763 | $78,520-39.2% | $96,576-50.5% | $82,448-42.1% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 26.54% | 41.30%-14.8pp | 38.47%-11.9pp | 41.64%-15.1pp |
| Employer contribution / active EE | $4,134 | $2,630+57.2% | $3,553+16.4% | $2,551+62.1% |
| Participant deferral / active EE | $9,990 | $6,754+47.9% | $7,956+25.6% | $4,139+141.3% |
| Admin fee / account holder | $3,160 | $13,455-76.5% | $11,381-72.2% | $7,234-56.3% |