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 | $47,636 | $114,381-58.4% | $107,525-55.7% | $142,382-66.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 18.00% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,694 | $4,015-32.9% | $3,754-28.2% | $4,299-37.3% |
| Participant deferral / active EE | $6,261 | $5,564+12.5% | $5,116+22.4% | $6,507-3.8% |
| Admin fee / account holder | $2,990 | $9,860-69.7% | $8,919-66.5% | $12,624-76.3% |