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 | $36,677 | $106,749-65.6% | $145,433-74.8% | $82,448-55.5% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 20.34% | 27.59%-7.3pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $4,512 | $3,444+31.0% | $4,554-0.9% | $2,551+76.9% |
| Participant deferral / active EE | $7,857 | $6,519+20.5% | $7,897-0.5% | $4,139+89.8% |
| Admin fee / account holder | $4,771 | $8,390-43.1% | $13,129-63.7% | $7,234-34.1% |