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 | $40,053 | $60,892-34.2% | $82,389-51.4% | $84,808-52.8% |
| Participation rate | 94.7% | 63.3%+31.5pp | 69.5%+25.2pp | 68.3%+26.4pp |
| Annual return | 43.95% | 37.29%+6.7pp | 28.67%+15.3pp | 40.90%+3.1pp |
| Employer contribution / active EE | $5,829 | $1,779+227.6% | $2,517+131.6% | $2,631+121.5% |
| Participant deferral / active EE | $6,078 | $3,179+91.2% | $4,155+46.3% | $4,212+44.3% |
| Admin fee / account holder | $1,762 | $5,467-67.8% | $7,231-75.6% | $7,344-76.0% |