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 | $28,777 | $106,749-73.0% | $145,433-80.2% | $82,448-65.1% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 61.32% | 27.59%+33.7pp | 66.58%-5.3pp | 41.64%+19.7pp |
| Employer contribution / active EE | $4,725 | $3,444+37.2% | $4,554+3.8% | $2,551+85.2% |
| Participant deferral / active EE | $11,546 | $6,519+77.1% | $7,897+46.2% | $4,139+178.9% |
| Admin fee / account holder | $458 | $8,390-94.5% | $13,129-96.5% | $7,234-93.7% |