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 | $67,604 | $60,892+11.0% | $82,389-17.9% | $84,808-20.3% |
| Participation rate | 93.3% | 63.3%+30.1pp | 69.5%+23.8pp | 68.3%+25.0pp |
| Annual return | 19.46% | 37.29%-17.8pp | 28.67%-9.2pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,678 | $1,779+162.9% | $2,517+85.8% | $2,631+77.8% |
| Participant deferral / active EE | $7,979 | $3,179+151.0% | $4,155+92.1% | $4,212+89.5% |
| Admin fee / account holder | $633 | $5,467-88.4% | $7,231-91.2% | $7,344-91.4% |