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 | $35,894 | $109,881-67.3% | $150,045-76.1% | $84,808-57.7% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 42.52% | 28.25%+14.3pp | 62.55%-20.0pp | 40.90%+1.6pp |
| Employer contribution / active EE | $4,825 | $3,561+35.5% | $4,693+2.8% | $2,631+83.4% |
| Participant deferral / active EE | $10,721 | $6,636+61.6% | $7,997+34.1% | $4,212+154.6% |
| Admin fee / account holder | $9,716 | $8,568+13.4% | $13,435-27.7% | $7,344+32.3% |