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 5-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 | $33,235 | $106,749-68.9% | $145,433-77.1% | $82,448-59.7% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 43.99% | 27.59%+16.4pp | 66.58%-22.6pp | 41.64%+2.4pp |
| Employer contribution / active EE | $5,729 | $3,444+66.3% | $4,554+25.8% | $2,551+124.6% |
| Participant deferral / active EE | $8,062 | $6,519+23.7% | $7,897+2.1% | $4,139+94.8% |
| Admin fee / account holder | $3,444 | $8,390-58.9% | $13,129-73.8% | $7,234-52.4% |