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 | $34,009 | $77,503-56.1% | $100,391-66.1% | $80,856-57.9% |
| Participation rate | 88.6% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 14.95% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,348 | $2,801+162.4% | $3,942+86.4% | $2,755+166.7% |
| Participant deferral / active EE | $12,551 | $6,820+84.0% | $8,082+55.3% | $4,296+192.2% |
| Admin fee / account holder | $10,135 | $5,897+71.9% | $7,899+28.3% | $6,918+46.5% |