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 | $35,758 | $77,503-53.9% | $100,391-64.4% | $80,856-55.8% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 57.22% | 37.20%+20.0pp | 49.20%+8.0pp | 35.59%+21.6pp |
| Employer contribution / active EE | $2,659 | $2,801-5.1% | $3,942-32.5% | $2,755-3.5% |
| Participant deferral / active EE | $7,373 | $6,820+8.1% | $8,082-8.8% | $4,296+71.6% |
| Admin fee / account holder | $16,058 | $5,897+172.3% | $7,899+103.3% | $6,918+132.1% |