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 | $66,404 | $95,453-30.4% | $112,040-40.7% | $82,448-19.5% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 60.34% | 23.92%+36.4pp | 24.52%+35.8pp | 41.64%+18.7pp |
| Employer contribution / active EE | $9,962 | $2,318+329.8% | $2,954+237.2% | $2,551+290.5% |
| Participant deferral / active EE | $14,408 | $4,224+241.1% | $5,098+182.6% | $4,139+248.1% |
| Admin fee / account holder | $27,688 | $9,013+207.2% | $12,098+128.9% | $7,234+282.7% |