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 5-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 | $48,070 | $81,460-41.0% | $103,333-53.5% | $80,856-40.5% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 34.98% | 25.55%+9.4pp | 24.88%+10.1pp | 35.59%-0.6pp |
| Employer contribution / active EE | $13,507 | $3,105+335.0% | $3,868+249.2% | $2,755+390.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,710 | $6,566-43.5% | $8,355-55.6% | $6,918-46.4% |