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 | $106,749-46.5% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 29.84% | 27.59%+2.2pp | 66.58%-36.7pp | 41.64%-11.8pp |
| Employer contribution / active EE | $4,112 | $3,444+19.4% | $4,554-9.7% | $2,551+61.2% |
| Participant deferral / active EE | $10,639 | $6,519+63.2% | $7,897+34.7% | $4,139+157.0% |
| Admin fee / account holder | $1,613 | $8,390-80.8% | $13,129-87.7% | $7,234-77.7% |