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 | $39,447 | $80,138-50.8% | $130,231-69.7% | $71,457-44.8% |
| Participation rate | 93.9% | 71.0%+22.9pp | 76.3%+17.7pp | 67.9%+26.0pp |
| Annual return | 40.34% | 16.81%+23.5pp | 38.77%+1.6pp | 28.85%+11.5pp |
| Employer contribution / active EE | $7,092 | $2,834+150.3% | $4,126+71.9% | $2,588+174.1% |
| Participant deferral / active EE | $10,907 | $4,641+135.0% | $6,799+60.4% | $4,289+154.3% |
| Admin fee / account holder | $3,191 | $1,035+208.4% | $6,020-47.0% | $1,587+101.0% |