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 | $23,921 | $93,571-74.4% | $135,903-82.4% | $75,163-68.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 66.02% | 30.90%+35.1pp | 68.23%-2.2pp | 160.62%-94.6pp |
| Employer contribution / active EE | $5,228 | $3,537+47.8% | $4,856+7.7% | $2,670+95.8% |
| Participant deferral / active EE | $10,397 | $6,404+62.3% | $7,758+34.0% | $4,125+152.0% |
| Admin fee / account holder | $759 | $6,975-89.1% | $10,762-92.9% | $5,651-86.6% |