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 | $31,523 | $73,933-57.4% | $96,683-67.4% | $75,163-58.1% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+19.9pp | 67.2%+27.1pp |
| Annual return | 27.11% | 26.70%+0.4pp | 35.69%-8.6pp | 160.62%-133.5pp |
| Employer contribution / active EE | $3,548 | $2,928+21.2% | $3,737-5.1% | $2,670+32.9% |
| Participant deferral / active EE | $11,205 | $3,659+206.3% | $4,878+129.7% | $4,125+171.6% |
| Admin fee / account holder | $491 | $5,216-90.6% | $6,730-92.7% | $5,651-91.3% |