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 8-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 | $34,203 | $71,050-51.9% | $93,606-63.5% | $80,856-57.7% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.6%+17.2pp |
| Annual return | 15.55% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,038 | $1,564+158.2% | $2,420+66.9% | $2,755+46.6% |
| Participant deferral / active EE | $4,137 | $4,034+2.6% | $4,411-6.2% | $4,296-3.7% |
| Admin fee / account holder | $497 | $6,945-92.8% | $8,285-94.0% | $6,918-92.8% |