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 | $42,347 | $109,881-61.5% | $150,045-71.8% | $84,808-50.1% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 22.43% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,729 | $3,561+32.8% | $4,693+0.8% | $2,631+79.7% |
| Participant deferral / active EE | $11,713 | $6,636+76.5% | $7,997+46.5% | $4,212+178.1% |
| Admin fee / account holder | $934 | $8,568-89.1% | $13,435-93.0% | $7,344-87.3% |