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 | $38,112 | $102,245-62.7% | $89,340-57.3% | $137,256-72.2% |
| Participation rate | 92.9% | 74.9%+18.0pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 22.03% | 21.89%+0.1pp | 20.57%+1.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,680 | $2,529+85.0% | $2,231+109.7% | $4,156+12.6% |
| Participant deferral / active EE | $8,774 | $4,436+97.8% | $3,823+129.5% | $6,407+37.0% |
| Admin fee / account holder | $990 | $8,085-87.8% | $6,704-85.2% | $12,270-91.9% |