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 | $95,803-60.3% | $113,168-66.4% | $84,808-55.2% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 20.26% | 25.00%-4.7pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,651 | $2,360+139.5% | $2,975+89.9% | $2,631+114.8% |
| Participant deferral / active EE | $19,631 | $4,242+362.8% | $5,107+284.4% | $4,212+366.1% |
| Admin fee / account holder | $3,905 | $8,989-56.6% | $12,068-67.6% | $7,344-46.8% |