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 | $34,777 | $109,881-68.4% | $150,045-76.8% | $84,808-59.0% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 125.35% | 28.25%+97.1pp | 62.55%+62.8pp | 40.90%+84.5pp |
| Employer contribution / active EE | $3,944 | $3,561+10.7% | $4,693-16.0% | $2,631+49.9% |
| Participant deferral / active EE | $9,313 | $6,636+40.3% | $7,997+16.5% | $4,212+121.1% |
| Admin fee / account holder | $706 | $8,568-91.8% | $13,435-94.7% | $7,344-90.4% |