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 | $42,747 | $93,170-54.1% | $100,534-57.5% | $84,808-49.6% |
| Participation rate | 98.6% | 75.8%+22.7pp | 80.6%+17.9pp | 68.3%+30.2pp |
| Annual return | 57.67% | 47.13%+10.5pp | 32.66%+25.0pp | 40.90%+16.8pp |
| Employer contribution / active EE | $5,064 | $3,985+27.1% | $4,346+16.5% | $2,631+92.5% |
| Participant deferral / active EE | $11,112 | $5,699+95.0% | $6,144+80.9% | $4,212+163.8% |
| Admin fee / account holder | $1,580 | $7,382-78.6% | $7,654-79.4% | $7,344-78.5% |