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 | $31,068 | $57,057-45.5% | $85,009-63.5% | $80,874-61.6% |
| Participation rate | 84.6% | 56.4%+28.3pp | 67.5%+17.1pp | 67.6%+17.0pp |
| Annual return | 15.34% | 21.66%-6.3pp | 66.47%-51.1pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,708 | $1,799+50.5% | $2,728-0.7% | $2,756-1.7% |
| Participant deferral / active EE | $4,795 | $3,112+54.1% | $4,522+6.1% | $4,297+11.6% |
| Admin fee / account holder | $2,857 | $4,986-42.7% | $6,153-53.6% | $6,935-58.8% |