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 | $39,385 | $57,016-30.9% | $84,966-53.6% | $80,856-51.3% |
| Participation rate | 95.5% | 56.3%+39.1pp | 67.5%+28.0pp | 67.6%+27.8pp |
| Annual return | 28.55% | 21.66%+6.9pp | 66.38%-37.8pp | 35.59%-7.0pp |
| Employer contribution / active EE | $4,007 | $1,798+122.9% | $2,727+46.9% | $2,755+45.5% |
| Participant deferral / active EE | $7,961 | $3,110+156.0% | $4,519+76.2% | $4,296+85.3% |
| Admin fee / account holder | $1,260 | $4,980-74.7% | $6,149-79.5% | $6,918-81.8% |