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 7-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 | $42,068 | $95,274-55.8% | $135,903-69.0% | $74,419-43.5% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.5pp |
| Annual return | 184.28% | 32.77%+151.5pp | 68.23%+116.0pp | 34.38%+149.9pp |
| Employer contribution / active EE | $7,841 | $3,874+102.4% | $4,856+61.5% | $2,637+197.3% |
| Participant deferral / active EE | $8,673 | $7,782+11.4% | $7,758+11.8% | $4,528+91.5% |
| Admin fee / account holder | $2,621 | $266+884.9% | $10,762-75.6% | $348+653.4% |