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 | $38,454 | $89,698-57.1% | $103,476-62.8% | $80,856-52.4% |
| Participation rate | 90.7% | 76.0%+14.7pp | 80.5%+10.2pp | 67.6%+23.1pp |
| Annual return | 32.90% | 22.78%+10.1pp | 23.90%+9.0pp | 35.59%-2.7pp |
| Employer contribution / active EE | $6,086 | $4,018+51.5% | $4,672+30.3% | $2,755+120.9% |
| Participant deferral / active EE | $9,262 | $5,456+69.8% | $6,623+39.9% | $4,296+115.6% |
| Admin fee / account holder | $669 | $6,768-90.1% | $9,413-92.9% | $6,918-90.3% |