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 | $110,015 | $95,803+14.8% | $113,168-2.8% | $84,808+29.7% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 17.26% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,727 | $2,360-26.8% | $2,975-41.9% | $2,631-34.3% |
| Participant deferral / active EE | $6,528 | $4,242+53.9% | $5,107+27.8% | $4,212+55.0% |
| Admin fee / account holder | $5,489 | $8,989-38.9% | $12,068-54.5% | $7,344-25.3% |