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 | $106,749-40.7% | $145,433-56.5% | $82,448-23.2% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 22.00% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $7,509 | $3,444+118.0% | $4,554+64.9% | $2,551+194.4% |
| Participant deferral / active EE | $13,365 | $6,519+105.0% | $7,897+69.2% | $4,139+222.9% |
| Admin fee / account holder | $15,828 | $8,390+88.7% | $13,129+20.6% | $7,234+118.8% |