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 | $78,609 | $57,354+37.1% | $83,848-6.2% | $64,186+22.5% |
| Participation rate | 76.4% | 68.6%+7.8pp | 76.1%+0.2pp | 69.6%+6.8pp |
| Annual return | 2.45% | 11.38%-8.9pp | 850.88%-848.4pp | 7.63%-5.2pp |
| Employer contribution / active EE | $2,791 | $2,545+9.7% | $3,631-23.1% | $2,381+17.2% |
| Participant deferral / active EE | $5,918 | $2,993+97.7% | $4,082+45.0% | $3,470+70.6% |
| Admin fee / account holder | $12,750 | $4,046+215.2% | $5,478+132.7% | $4,888+160.8% |