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 | $69,896 | $108,825-35.8% | $156,181-55.2% | $82,448-15.2% |
| Participation rate | 92.3% | 72.4%+19.9pp | 78.8%+13.5pp | 68.1%+24.2pp |
| Annual return | 32.73% | 20.59%+12.1pp | 64.87%-32.1pp | 41.64%-8.9pp |
| Employer contribution / active EE | $6,980 | $2,870+143.2% | $4,294+62.6% | $2,551+173.6% |
| Participant deferral / active EE | $17,427 | $4,577+280.7% | $6,132+184.2% | $4,139+321.0% |
| Admin fee / account holder | $7,689 | $9,341-17.7% | $14,586-47.3% | $7,234+6.3% |