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 | $50,994 | $109,881-53.6% | $150,045-66.0% | $84,808-39.9% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 23.00% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,453 | $3,561+25.0% | $4,693-5.1% | $2,631+69.2% |
| Participant deferral / active EE | $11,604 | $6,636+74.9% | $7,997+45.1% | $4,212+175.5% |
| Admin fee / account holder | $3,963 | $8,568-53.7% | $13,435-70.5% | $7,344-46.0% |