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 | $33,036 | $78,520-57.9% | $96,576-65.8% | $82,448-59.9% |
| Participation rate | 98.1% | 77.7%+20.3pp | 81.4%+16.6pp | 68.1%+30.0pp |
| Annual return | 38.63% | 41.30%-2.7pp | 38.47%+0.2pp | 41.64%-3.0pp |
| Employer contribution / active EE | $4,427 | $2,630+68.4% | $3,553+24.6% | $2,551+73.5% |
| Participant deferral / active EE | $8,537 | $6,754+26.4% | $7,956+7.3% | $4,139+106.2% |
| Admin fee / account holder | $3,230 | $13,455-76.0% | $11,381-71.6% | $7,234-55.3% |