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 | $88,634-54.7% | $101,326-60.4% | $74,304-46.0% |
| Participation rate | 98.5% | 76.9%+21.6pp | 81.5%+17.0pp | 60.3%+38.1pp |
| Annual return | 46.34% | 33.10%+13.2pp | 36.82%+9.5pp | 29.43%+16.9pp |
| Employer contribution / active EE | $5,207 | $2,930+77.7% | $3,665+42.1% | $2,241+132.3% |
| Participant deferral / active EE | $10,007 | $7,322+36.7% | $7,994+25.2% | $3,767+165.6% |
| Admin fee / account holder | $2,963 | $2,425+22.2% | $11,185-73.5% | $2,969-0.2% |