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 | $31,762 | $80,673-60.6% | $101,326-68.7% | $84,808-62.5% |
| Participation rate | 97.5% | 77.8%+19.7pp | 81.5%+16.0pp | 68.3%+29.2pp |
| Annual return | 24.35% | 38.95%-14.6pp | 36.82%-12.5pp | 40.90%-16.6pp |
| Employer contribution / active EE | $4,482 | $2,698+66.2% | $3,665+22.3% | $2,631+70.4% |
| Participant deferral / active EE | $7,649 | $6,840+11.8% | $7,994-4.3% | $4,212+81.6% |
| Admin fee / account holder | $1,523 | $12,784-88.1% | $11,185-86.4% | $7,344-79.3% |