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 | $48,594 | $106,749-54.5% | $145,433-66.6% | $82,448-41.1% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 38.75% | 27.59%+11.2pp | 66.58%-27.8pp | 41.64%-2.9pp |
| Employer contribution / active EE | $5,639 | $3,444+63.7% | $4,554+23.8% | $2,551+121.1% |
| Participant deferral / active EE | $11,476 | $6,519+76.1% | $7,897+45.3% | $4,139+177.2% |
| Admin fee / account holder | $4,661 | $8,390-44.4% | $13,129-64.5% | $7,234-35.6% |