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 | $14,014 | $95,266-85.3% | $82,389-83.0% | $142,382-90.2% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.5%+25.2pp | 80.1%+14.6pp |
| Annual return | 14.37% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,548 | $2,991-14.8% | $2,517+1.2% | $4,299-40.7% |
| Participant deferral / active EE | $2,977 | $4,809-38.1% | $4,155-28.3% | $6,507-54.3% |
| Admin fee / account holder | $6,091 | $8,563-28.9% | $7,231-15.8% | $12,624-51.7% |