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 | $69,491 | $95,803-27.5% | $113,168-38.6% | $84,808-18.1% |
| Participation rate | 81.7% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.4pp |
| Annual return | 14.28% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,274 | $2,360+81.1% | $2,975+43.6% | $2,631+62.4% |
| Participant deferral / active EE | $3,794 | $4,242-10.6% | $5,107-25.7% | $4,212-9.9% |
| Admin fee / account holder | $45,100 | $8,989+401.7% | $12,068+273.7% | $7,344+514.1% |