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 | $57,918 | $77,503-25.3% | $100,391-42.3% | $80,856-28.4% |
| Participation rate | 85.3% | 76.9%+8.3pp | 81.5%+3.8pp | 67.6%+17.7pp |
| Annual return | 15.55% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,719 | $2,801+32.8% | $3,942-5.6% | $2,755+35.0% |
| Participant deferral / active EE | $5,463 | $6,820-19.9% | $8,082-32.4% | $4,296+27.2% |
| Admin fee / account holder | $1,541 | $5,897-73.9% | $7,899-80.5% | $6,918-77.7% |