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 | $64,601 | $106,749-39.5% | $145,433-55.6% | $82,448-21.6% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 19.45% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $8,505 | $3,444+146.9% | $4,554+86.7% | $2,551+233.4% |
| Participant deferral / active EE | $13,365 | $6,519+105.0% | $7,897+69.2% | $4,139+222.9% |
| Admin fee / account holder | $342 | $8,390-95.9% | $13,129-97.4% | $7,234-95.3% |