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 | $54,865 | $79,944-31.4% | $98,439-44.3% | $75,163-27.0% |
| Participation rate | 92.6% | 70.4%+22.3pp | 75.2%+17.5pp | 67.2%+25.5pp |
| Annual return | 15.94% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,041 | $2,264-9.8% | $3,048-33.0% | $2,670-23.5% |
| Participant deferral / active EE | $2,446 | $3,752-34.8% | $4,738-48.4% | $4,125-40.7% |
| Admin fee / account holder | $3,973 | $6,840-41.9% | $8,948-55.6% | $5,651-29.7% |