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 | $42,889 | $80,673-46.8% | $101,326-57.7% | $84,808-49.4% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.2pp |
| Annual return | 26.20% | 38.95%-12.8pp | 36.82%-10.6pp | 40.90%-14.7pp |
| Employer contribution / active EE | $5,527 | $2,698+104.9% | $3,665+50.8% | $2,631+110.1% |
| Participant deferral / active EE | $9,312 | $6,840+36.1% | $7,994+16.5% | $4,212+121.1% |
| Admin fee / account holder | $2,546 | $12,784-80.1% | $11,185-77.2% | $7,344-65.3% |