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 | $246,063 | $56,277+337.2% | $80,975+203.9% | $62,891+291.3% |
| Participation rate | 92.3% | 69.0%+23.4pp | 75.8%+16.5pp | 69.3%+23.0pp |
| Annual return | 6.51% | 22.12%-15.6pp | 17.10%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,038 | $1,943+107.9% | $3,714+8.7% | $2,281+77.1% |
| Participant deferral / active EE | $5,380 | $4,195+28.2% | $5,696-5.6% | $3,203+68.0% |
| Admin fee / account holder | $9,962 | $3,741+166.3% | $5,516+80.6% | $4,296+131.9% |