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 | $47,873 | $60,022-20.2% | $88,946-46.2% | $84,808-43.6% |
| Participation rate | 98.3% | 57.8%+40.5pp | 68.8%+29.5pp | 68.3%+30.0pp |
| Annual return | 32.47% | 22.43%+10.0pp | 57.82%-25.4pp | 40.90%-8.4pp |
| Employer contribution / active EE | $5,579 | $1,703+227.6% | $2,555+118.3% | $2,631+112.0% |
| Participant deferral / active EE | $12,381 | $3,114+297.6% | $4,581+170.2% | $4,212+194.0% |
| Admin fee / account holder | $4,736 | $4,811-1.6% | $8,261-42.7% | $7,344-35.5% |