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 | $28,737 | $109,881-73.8% | $150,045-80.8% | $84,808-66.1% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 21.41% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,463 | $3,561+81.5% | $4,693+37.7% | $2,631+145.6% |
| Participant deferral / active EE | $6,051 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $1,930 | $8,568-77.5% | $13,435-85.6% | $7,344-73.7% |