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 | $36,939 | $95,803-61.4% | $113,168-67.4% | $84,808-56.4% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 31.22% | 25.00%+6.2pp | 24.27%+7.0pp | 40.90%-9.7pp |
| Employer contribution / active EE | $3,265 | $2,360+38.4% | $2,975+9.7% | $2,631+24.1% |
| Participant deferral / active EE | $7,003 | $4,242+65.1% | $5,107+37.1% | $4,212+66.3% |
| Admin fee / account holder | $2,585 | $8,989-71.2% | $12,068-78.6% | $7,344-64.8% |