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 | $63,288 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 22.00% | 28.25%-6.2pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $7,509 | $3,561+110.9% | $4,693+60.0% | $2,631+185.4% |
| Participant deferral / active EE | $13,365 | $6,636+101.4% | $7,997+67.1% | $4,212+217.3% |
| Admin fee / account holder | $15,828 | $8,568+84.7% | $13,435+17.8% | $7,344+115.5% |