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 | $45,475 | $81,460-44.2% | $103,333-56.0% | $80,856-43.8% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 18.87% | 25.55%-6.7pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $3,776 | $3,105+21.6% | $3,868-2.4% | $2,755+37.1% |
| Participant deferral / active EE | $9,298 | $3,869+140.3% | $5,057+83.8% | $4,296+116.4% |
| Admin fee / account holder | $5,454 | $6,566-16.9% | $8,355-34.7% | $6,918-21.2% |