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 | $44,686 | $100,923-55.7% | $150,045-70.2% | $74,304-39.9% |
| Participation rate | 95.7% | 70.1%+25.7pp | 82.3%+13.4pp | 60.3%+35.4pp |
| Annual return | 33.12% | 51.77%-18.6pp | 62.55%-29.4pp | 29.43%+3.7pp |
| Employer contribution / active EE | $4,322 | $3,463+24.8% | $4,693-7.9% | $2,241+92.8% |
| Participant deferral / active EE | $8,919 | $6,709+32.9% | $7,997+11.5% | $3,767+136.8% |
| Admin fee / account holder | $1,952 | $2,767-29.5% | $13,435-85.5% | $2,969-34.3% |