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 | $87,037-45.4% | $106,201-55.3% | $80,874-41.3% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 19.31% | 17.05%+2.3pp | 116.26%-96.9pp | 35.62%-16.3pp |
| Employer contribution / active EE | $4,769 | $2,396+99.0% | $3,170+50.5% | $2,756+73.1% |
| Participant deferral / active EE | $10,719 | $3,986+168.9% | $5,012+113.9% | $4,297+149.5% |
| Admin fee / account holder | $13,105 | $8,434+55.4% | $11,039+18.7% | $6,935+89.0% |