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 | $38,458 | $109,881-65.0% | $150,045-74.4% | $84,808-54.7% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,422 | $3,561-60.1% | $4,693-69.7% | $2,631-45.9% |
| Participant deferral / active EE | $4,150 | $6,636-37.5% | $7,997-48.1% | $4,212-1.5% |
| Admin fee / account holder | $6,257 | $8,568-27.0% | $13,435-53.4% | $7,344-14.8% |