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 6-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 | $63,108 | $148,978-57.6% | $200,582-68.5% | $84,808-25.6% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 42.94% | 28.16%+14.8pp | 42.33%+0.6pp | 40.90%+2.0pp |
| Employer contribution / active EE | $6,950 | $4,815+44.3% | $6,419+8.3% | $2,631+164.2% |
| Participant deferral / active EE | $17,189 | $7,142+140.7% | $9,331+84.2% | $4,212+308.1% |
| Admin fee / account holder | $434 | $13,977-96.9% | $16,305-97.3% | $7,344-94.1% |