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 | $39,000 | $106,584-63.4% | $101,326-61.5% | $142,382-72.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 14.37% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,923 | $3,956+49.7% | $3,665+61.6% | $4,299+37.8% |
| Participant deferral / active EE | $8,590 | $8,297+3.5% | $7,994+7.5% | $6,507+32.0% |
| Admin fee / account holder | $15,780 | $11,446+37.9% | $11,185+41.1% | $12,624+25.0% |