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 | $109,881-73.8% | $150,045-80.8% | $84,808-66.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 61.32% | 28.25%+33.1pp | 62.55%-1.2pp | 40.90%+20.4pp |
| Employer contribution / active EE | $4,725 | $3,561+32.7% | $4,693+0.7% | $2,631+79.6% |
| Participant deferral / active EE | $11,546 | $6,636+74.0% | $7,997+44.4% | $4,212+174.2% |
| Admin fee / account holder | $458 | $8,568-94.7% | $13,435-96.6% | $7,344-93.8% |