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 | $58,391 | $95,453-38.8% | $112,040-47.9% | $82,448-29.2% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 15.43% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,736 | $2,318+18.0% | $2,954-7.4% | $2,551+7.2% |
| Participant deferral / active EE | $6,419 | $4,224+52.0% | $5,098+25.9% | $4,139+55.1% |
| Admin fee / account holder | $4,179 | $9,013-53.6% | $12,098-65.5% | $7,234-42.2% |