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 | $65,387 | $93,170-29.8% | $100,534-35.0% | $84,808-22.9% |
| Participation rate | 98.4% | 75.8%+22.6pp | 80.6%+17.8pp | 68.3%+30.1pp |
| Annual return | 38.08% | 47.13%-9.0pp | 32.66%+5.4pp | 40.90%-2.8pp |
| Employer contribution / active EE | $8,547 | $3,985+114.5% | $4,346+96.6% | $2,631+224.9% |
| Participant deferral / active EE | $14,188 | $5,699+149.0% | $6,144+130.9% | $4,212+236.9% |
| Admin fee / account holder | $2,739 | $7,382-62.9% | $7,654-64.2% | $7,344-62.7% |