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 | $28,143 | $60,022-53.1% | $88,946-68.4% | $84,808-66.8% |
| Participation rate | 97.0% | 57.8%+39.1pp | 68.8%+28.1pp | 68.3%+28.7pp |
| Annual return | 21.84% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,078 | $1,703+80.8% | $2,555+20.5% | $2,631+17.0% |
| Participant deferral / active EE | $5,291 | $3,114+69.9% | $4,581+15.5% | $4,212+25.6% |
| Admin fee / account holder | $1,133 | $4,811-76.4% | $8,261-86.3% | $7,344-84.6% |