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 | $54,616 | $93,571-41.6% | $135,903-59.8% | $75,163-27.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 20.10% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,229 | $3,537-65.2% | $4,856-74.7% | $2,670-54.0% |
| Participant deferral / active EE | $6,145 | $6,404-4.0% | $7,758-20.8% | $4,125+49.0% |
| Admin fee / account holder | $1,279 | $6,975-81.7% | $10,762-88.1% | $5,651-77.4% |