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 3-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 | $60,100 | $89,698-33.0% | $103,476-41.9% | $80,856-25.7% |
| Participation rate | 96.4% | 76.0%+20.5pp | 80.5%+15.9pp | 67.6%+28.8pp |
| Annual return | 38.29% | 22.78%+15.5pp | 23.90%+14.4pp | 35.59%+2.7pp |
| Employer contribution / active EE | $3,138 | $4,018-21.9% | $4,672-32.8% | $2,755+13.9% |
| Participant deferral / active EE | $8,623 | $5,456+58.0% | $6,623+30.2% | $4,296+100.7% |
| Admin fee / account holder | $600 | $6,768-91.1% | $9,413-93.6% | $6,918-91.3% |