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 | $39,000 | $100,970-61.4% | $96,576-59.6% | $137,256-71.6% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 14.37% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,923 | $3,809+55.5% | $3,553+66.7% | $4,156+42.5% |
| Participant deferral / active EE | $8,590 | $8,286+3.7% | $7,956+8.0% | $6,407+34.1% |
| Admin fee / account holder | $15,780 | $11,312+39.5% | $11,381+38.7% | $12,270+28.6% |