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 | $47,510 | $87,013-45.4% | $106,213-55.3% | $80,856-41.2% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 19.31% | 17.05%+2.3pp | 116.14%-96.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $4,769 | $2,395+99.1% | $3,171+50.4% | $2,755+73.1% |
| Participant deferral / active EE | $10,719 | $3,986+168.9% | $5,016+113.7% | $4,296+149.5% |
| Admin fee / account holder | $13,105 | $8,431+55.4% | $11,033+18.8% | $6,918+89.4% |