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 6-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 | $33,381 | $93,170-64.2% | $100,534-66.8% | $84,808-60.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 80.6%+16.5pp | 68.3%+28.8pp |
| Annual return | 27.20% | 47.13%-19.9pp | 32.66%-5.5pp | 40.90%-13.7pp |
| Employer contribution / active EE | $7,073 | $3,985+77.5% | $4,346+62.7% | $2,631+168.8% |
| Participant deferral / active EE | $9,172 | $5,699+60.9% | $6,144+49.3% | $4,212+117.8% |
| Admin fee / account holder | $727 | $7,382-90.2% | $7,654-90.5% | $7,344-90.1% |