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 | $80,673-40.8% | $101,326-52.9% | $84,808-43.7% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 26.54% | 38.95%-12.4pp | 36.82%-10.3pp | 40.90%-14.4pp |
| Employer contribution / active EE | $4,134 | $2,698+53.2% | $3,665+12.8% | $2,631+57.1% |
| Participant deferral / active EE | $9,990 | $6,840+46.0% | $7,994+25.0% | $4,212+137.2% |
| Admin fee / account holder | $3,160 | $12,784-75.3% | $11,185-71.7% | $7,344-57.0% |