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 3-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 | $79,549 | $106,749-25.5% | $145,433-45.3% | $82,448-3.5% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 21.77% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $9,729 | $3,444+182.4% | $4,554+113.6% | $2,551+281.4% |
| Participant deferral / active EE | $14,987 | $6,519+129.9% | $7,897+89.8% | $4,139+262.1% |
| Admin fee / account holder | $5,121 | $8,390-39.0% | $13,129-61.0% | $7,234-29.2% |