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 3-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 | $57,420 | $109,881-47.7% | $150,045-61.7% | $84,808-32.3% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 19.53% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,328 | $3,561+105.8% | $4,693+56.2% | $2,631+178.5% |
| Participant deferral / active EE | $3,841 | $6,636-42.1% | $7,997-52.0% | $4,212-8.8% |
| Admin fee / account holder | $998 | $8,568-88.3% | $13,435-92.6% | $7,344-86.4% |