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 | $73,526 | $148,978-50.6% | $200,582-63.3% | $84,808-13.3% |
| Participation rate | 91.2% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 28.48% | 28.16%+0.3pp | 42.33%-13.9pp | 40.90%-12.4pp |
| Employer contribution / active EE | $8,078 | $4,815+67.8% | $6,419+25.8% | $2,631+207.0% |
| Participant deferral / active EE | $14,803 | $7,142+107.3% | $9,331+58.6% | $4,212+251.5% |
| Admin fee / account holder | $3,042 | $13,977-78.2% | $16,305-81.3% | $7,344-58.6% |