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 | $40,509 | $77,314-47.6% | $177,989-77.2% | $80,856-49.9% |
| Participation rate | 91.2% | 65.7%+25.5pp | 77.1%+14.1pp | 67.6%+23.5pp |
| Annual return | 22.51% | 18.09%+4.4pp | 294.48%-272.0pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,477 | $2,292+51.7% | $3,949-12.0% | $2,755+26.2% |
| Participant deferral / active EE | $7,431 | $4,411+68.5% | $6,276+18.4% | $4,296+73.0% |
| Admin fee / account holder | $3,579 | $7,191-50.2% | $10,363-65.5% | $6,918-48.3% |