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 | $36,500 | $100,970-63.9% | $96,576-62.2% | $137,256-73.4% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 25.68% | 38.16%-12.5pp | 38.47%-12.8pp | 220.34%-194.7pp |
| Employer contribution / active EE | $6,383 | $3,809+67.6% | $3,553+79.6% | $4,156+53.6% |
| Participant deferral / active EE | $9,667 | $8,286+16.7% | $7,956+21.5% | $6,407+50.9% |
| Admin fee / account holder | $2,200 | $11,312-80.6% | $11,381-80.7% | $12,270-82.1% |