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 8-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 | $36,832 | $76,367-51.8% | $93,606-60.7% | $72,985-49.5% |
| Participation rate | 98.5% | 71.7%+26.8pp | 75.8%+22.7pp | 69.5%+29.0pp |
| Annual return | 27.15% | 25.82%+1.3pp | 32.76%-5.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $4,870 | $2,275+114.0% | $2,718+79.2% | $2,440+99.6% |
| Participant deferral / active EE | $10,487 | $3,538+196.4% | $4,069+157.7% | $3,607+190.7% |
| Admin fee / account holder | $4,339 | $6,838-36.6% | $7,888-45.0% | $5,124-15.3% |