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 | $53,211 | $107,452-50.5% | $91,541-41.9% | $142,382-62.6% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.8%+24.7pp | 80.1%+14.3pp |
| Annual return | 38.15% | 22.06%+16.1pp | 20.50%+17.6pp | 217.08%-178.9pp |
| Employer contribution / active EE | $5,498 | $2,994+83.6% | $2,505+119.5% | $4,299+27.9% |
| Participant deferral / active EE | $10,576 | $4,754+122.4% | $4,008+163.9% | $6,507+62.5% |
| Admin fee / account holder | $11,148 | $8,834+26.2% | $6,956+60.3% | $12,624-11.7% |