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 | $91,879 | $109,881-16.4% | $150,045-38.8% | $84,808+8.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 27.39% | 28.25%-0.9pp | 62.55%-35.2pp | 40.90%-13.5pp |
| Employer contribution / active EE | $20,794 | $3,561+483.9% | $4,693+343.1% | $2,631+690.3% |
| Participant deferral / active EE | $27,604 | $6,636+316.0% | $7,997+245.2% | $4,212+555.4% |
| Admin fee / account holder | $27,690 | $8,568+223.2% | $13,435+106.1% | $7,344+277.1% |