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 | $46,643 | $74,927-37.7% | $101,794-54.2% | $84,808-45.0% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 28.73% | 18.70%+10.0pp | 30.53%-1.8pp | 40.90%-12.2pp |
| Employer contribution / active EE | $5,526 | $1,522+263.1% | $2,289+141.4% | $2,631+110.0% |
| Participant deferral / active EE | $4,299 | $3,099+38.7% | $4,084+5.3% | $4,212+2.1% |
| Admin fee / account holder | $2,994 | $6,514-54.0% | $8,777-65.9% | $7,344-59.2% |