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 | $35,378 | $73,102-51.6% | $123,544-71.4% | $56,287-37.1% |
| Participation rate | 94.1% | 74.3%+19.7pp | 82.3%+11.8pp | 69.9%+24.2pp |
| Annual return | 29.83% | 3.01%+26.8pp | 119.20%-89.4pp | -9.96%+39.8pp |
| Employer contribution / active EE | $3,012 | $2,977+1.2% | $4,628-34.9% | $2,111+42.7% |
| Participant deferral / active EE | $6,057 | $5,423+11.7% | $6,426-5.7% | $3,350+80.8% |
| Admin fee / account holder | $1,987 | $554+258.9% | $9,284-78.6% | $521+281.5% |