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 | $31,836 | $93,571-66.0% | $135,903-76.6% | $75,163-57.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 33.59% | 30.90%+2.7pp | 68.23%-34.6pp | 160.62%-127.0pp |
| Employer contribution / active EE | $6,164 | $3,537+74.3% | $4,856+26.9% | $2,670+130.9% |
| Participant deferral / active EE | $9,049 | $6,404+41.3% | $7,758+16.6% | $4,125+119.4% |
| Admin fee / account holder | $1,155 | $6,975-83.4% | $10,762-89.3% | $5,651-79.6% |