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 | $57,138 | $109,881-48.0% | $150,045-61.9% | $84,808-32.6% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 29.84% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $4,112 | $3,561+15.5% | $4,693-12.4% | $2,631+56.3% |
| Participant deferral / active EE | $10,639 | $6,636+60.3% | $7,997+33.0% | $4,212+152.6% |
| Admin fee / account holder | $1,613 | $8,568-81.2% | $13,435-88.0% | $7,344-78.0% |