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 | $46,418 | $98,652-52.9% | $142,942-67.5% | $82,448-43.7% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.8%+2.7pp | 68.1%+11.4pp |
| Annual return | 37.54% | 22.65%+14.9pp | 113.70%-76.2pp | 41.64%-4.1pp |
| Employer contribution / active EE | $4,611 | $3,211+43.6% | $4,139+11.4% | $2,551+80.8% |
| Participant deferral / active EE | $8,512 | $5,580+52.5% | $7,128+19.4% | $4,139+105.6% |
| Admin fee / account holder | $2,854 | $8,078-64.7% | $12,475-77.1% | $7,234-60.5% |