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 | $54,704 | $109,881-50.2% | $150,045-63.5% | $84,808-35.5% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 22.32% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,635 | $3,561+30.1% | $4,693-1.2% | $2,631+76.2% |
| Participant deferral / active EE | $11,873 | $6,636+78.9% | $7,997+48.5% | $4,212+181.9% |
| Admin fee / account holder | $314 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |