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 | $41,358 | $109,881-62.4% | $150,045-72.4% | $84,808-51.2% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 30.33% | 28.25%+2.1pp | 62.55%-32.2pp | 40.90%-10.6pp |
| Employer contribution / active EE | $5,008 | $3,561+40.6% | $4,693+6.7% | $2,631+90.3% |
| Participant deferral / active EE | $9,509 | $6,636+43.3% | $7,997+18.9% | $4,212+125.8% |
| Admin fee / account holder | $3,503 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |