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 | $47,378 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 36.31% | 27.59%+8.7pp | 66.58%-30.3pp | 41.64%-5.3pp |
| Employer contribution / active EE | $7,892 | $3,444+129.1% | $4,554+73.3% | $2,551+209.4% |
| Participant deferral / active EE | $14,750 | $6,519+126.3% | $7,897+86.8% | $4,139+256.3% |
| Admin fee / account holder | $6,405 | $8,390-23.7% | $13,129-51.2% | $7,234-11.5% |