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 | $54,762 | $80,968-32.4% | $96,544-43.3% | $75,163-27.1% |
| Participation rate | 76.6% | 71.8%+4.8pp | 76.0%+0.6pp | 67.2%+9.4pp |
| Annual return | 14.90% | 27.06%-12.2pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,618 | $2,282-29.1% | $2,965-45.4% | $2,670-39.4% |
| Participant deferral / active EE | $5,162 | $3,928+31.4% | $4,851+6.4% | $4,125+25.1% |
| Admin fee / account holder | $2,791 | $6,724-58.5% | $8,252-66.2% | $5,651-50.6% |