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 | $62,395 | $77,503-19.5% | $100,391-37.8% | $80,856-22.8% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.6%+25.2pp |
| Annual return | 31.82% | 37.20%-5.4pp | 49.20%-17.4pp | 35.59%-3.8pp |
| Employer contribution / active EE | $5,000 | $2,801+78.5% | $3,942+26.8% | $2,755+81.5% |
| Participant deferral / active EE | $10,051 | $6,820+47.4% | $8,082+24.4% | $4,296+134.0% |
| Admin fee / account holder | $2,296 | $5,897-61.1% | $7,899-70.9% | $6,918-66.8% |