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 | $60,110 | $109,881-45.3% | $150,045-59.9% | $84,808-29.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 20.19% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $8,799 | $3,561+147.1% | $4,693+87.5% | $2,631+234.4% |
| Participant deferral / active EE | $20,726 | $6,636+212.3% | $7,997+159.2% | $4,212+392.1% |
| Admin fee / account holder | $13,480 | $8,568+57.3% | $13,435+0.3% | $7,344+83.6% |