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 | $109,881-27.6% | $150,045-47.0% | $84,808-6.2% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 21.77% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $9,729 | $3,561+173.2% | $4,693+107.3% | $2,631+269.8% |
| Participant deferral / active EE | $14,987 | $6,636+125.9% | $7,997+87.4% | $4,212+255.9% |
| Admin fee / account holder | $5,121 | $8,568-40.2% | $13,435-61.9% | $7,344-30.3% |