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 | $75,565 | $95,803-21.1% | $113,168-33.2% | $84,808-10.9% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 55.63% | 25.00%+30.6pp | 24.27%+31.4pp | 40.90%+14.7pp |
| Employer contribution / active EE | $4,262 | $2,360+80.6% | $2,975+43.2% | $2,631+62.0% |
| Participant deferral / active EE | $12,066 | $4,242+184.4% | $5,107+136.3% | $4,212+186.5% |
| Admin fee / account holder | $4,675 | $8,989-48.0% | $12,068-61.3% | $7,344-36.3% |