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 | $40,120 | $82,879-51.6% | $96,576-58.5% | $67,986-41.0% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.4%+17.1pp | 57.2%+41.3pp |
| Annual return | 46.34% | 36.90%+9.4pp | 38.47%+7.9pp | 31.67%+14.7pp |
| Employer contribution / active EE | $5,207 | $2,727+90.9% | $3,553+46.5% | $2,019+157.9% |
| Participant deferral / active EE | $10,007 | $6,976+43.4% | $7,956+25.8% | $3,358+198.0% |
| Admin fee / account holder | $2,963 | $2,783+6.5% | $11,381-74.0% | $3,203-7.5% |