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 3-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 | $45,160 | $80,673-44.0% | $101,326-55.4% | $84,808-46.7% |
| Participation rate | 85.2% | 77.8%+7.4pp | 81.5%+3.7pp | 68.3%+16.9pp |
| Annual return | 15.72% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,994 | $2,698-26.1% | $3,665-45.6% | $2,631-24.2% |
| Participant deferral / active EE | $8,269 | $6,840+20.9% | $7,994+3.4% | $4,212+96.3% |
| Admin fee / account holder | $16,561 | $12,784+29.5% | $11,185+48.1% | $7,344+125.5% |