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 8-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 | $52,513 | $57,541-8.7% | $95,745-45.2% | $75,163-30.1% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 20.12% | 34.93%-14.8pp | 28.35%-8.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,073 | $1,808+125.3% | $2,835+43.7% | $2,670+52.6% |
| Participant deferral / active EE | $18,818 | $3,074+512.2% | $4,245+343.4% | $4,125+356.2% |
| Admin fee / account holder | $29,256 | $4,099+613.8% | $5,678+415.3% | $5,651+417.7% |