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 | $46,161 | $109,881-58.0% | $150,045-69.2% | $84,808-45.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 27.57% | 28.25%-0.7pp | 62.55%-35.0pp | 40.90%-13.3pp |
| Employer contribution / active EE | $4,137 | $3,561+16.2% | $4,693-11.8% | $2,631+57.3% |
| Participant deferral / active EE | $9,140 | $6,636+37.7% | $7,997+14.3% | $4,212+117.0% |
| Admin fee / account holder | $3,631 | $8,568-57.6% | $13,435-73.0% | $7,344-50.6% |