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 | $26,187 | $68,719-61.9% | $91,541-71.4% | $84,808-69.1% |
| Participation rate | 97.4% | 64.5%+32.9pp | 69.8%+27.7pp | 68.3%+29.1pp |
| Annual return | 27.88% | 19.12%+8.8pp | 20.50%+7.4pp | 40.90%-13.0pp |
| Employer contribution / active EE | $3,783 | $1,920+97.1% | $2,505+51.1% | $2,631+43.8% |
| Participant deferral / active EE | $5,127 | $3,136+63.5% | $4,008+27.9% | $4,212+21.7% |
| Admin fee / account holder | $820 | $5,786-85.8% | $6,956-88.2% | $7,344-88.8% |