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 6-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 | $35,025 | $80,731-56.6% | $103,374-66.1% | $74,546-53.0% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.0pp |
| Annual return | 34.27% | 27.56%+6.7pp | 24.89%+9.4pp | 1366.03%-1331.8pp |
| Employer contribution / active EE | $2,991 | $3,158-5.3% | $3,869-22.7% | $2,624+14.0% |
| Participant deferral / active EE | $6,077 | $3,860+57.4% | $5,058+20.2% | $4,347+39.8% |
| Admin fee / account holder | $4,805 | $2,369+102.9% | $8,394-42.8% | $1,944+147.2% |