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 8-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 | $38,392 | $89,753-57.2% | $107,525-64.3% | $84,808-54.7% |
| Participation rate | 98.8% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.5pp |
| Annual return | 21.13% | 29.48%-8.4pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $7,692 | $3,113+147.0% | $3,754+104.9% | $2,631+192.3% |
| Participant deferral / active EE | $3,022 | $4,056-25.5% | $5,116-40.9% | $4,212-28.2% |
| Admin fee / account holder | $3,520 | $7,222-51.3% | $8,919-60.5% | $7,344-52.1% |