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 | $38,032 | $95,453-60.2% | $112,040-66.1% | $82,448-53.9% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 20.26% | 23.92%-3.7pp | 24.52%-4.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $5,651 | $2,318+143.8% | $2,954+91.3% | $2,551+121.5% |
| Participant deferral / active EE | $19,631 | $4,224+364.8% | $5,098+285.1% | $4,139+374.3% |
| Admin fee / account holder | $3,905 | $9,013-56.7% | $12,098-67.7% | $7,234-46.0% |