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 | $18,841 | $60,892-69.1% | $82,389-77.1% | $84,808-77.8% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 17.46% | 37.29%-19.8pp | 28.67%-11.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,411 | $1,779+35.5% | $2,517-4.2% | $2,631-8.4% |
| Participant deferral / active EE | $3,339 | $3,179+5.0% | $4,155-19.6% | $4,212-20.7% |
| Admin fee / account holder | $9,447 | $5,467+72.8% | $7,231+30.7% | $7,344+28.6% |