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 3-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 | $35,595 | $88,360-59.7% | $145,433-75.5% | $67,986-47.6% |
| Participation rate | 93.9% | 65.5%+28.4pp | 82.1%+11.7pp | 57.2%+36.6pp |
| Annual return | 54.04% | 63.15%-9.1pp | 66.58%-12.5pp | 31.67%+22.4pp |
| Employer contribution / active EE | $3,976 | $3,054+30.2% | $4,554-12.7% | $2,019+96.9% |
| Participant deferral / active EE | $8,342 | $5,932+40.6% | $7,897+5.6% | $3,358+148.4% |
| Admin fee / account holder | $1,096 | $3,313-66.9% | $13,129-91.7% | $3,203-65.8% |