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 | $100,923-64.7% | $150,045-76.3% | $74,304-52.1% |
| Participation rate | 93.9% | 70.1%+23.8pp | 82.3%+11.5pp | 60.3%+33.5pp |
| Annual return | 54.04% | 51.77%+2.3pp | 62.55%-8.5pp | 29.43%+24.6pp |
| Employer contribution / active EE | $3,976 | $3,463+14.8% | $4,693-15.3% | $2,241+77.4% |
| Participant deferral / active EE | $8,342 | $6,709+24.3% | $7,997+4.3% | $3,767+121.4% |
| Admin fee / account holder | $1,096 | $2,767-60.4% | $13,435-91.8% | $2,969-63.1% |