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 | $84,600 | $48,230+75.4% | $67,502+25.3% | $80,856+4.6% |
| Participation rate | 81.6% | 66.4%+15.2pp | 72.9%+8.7pp | 67.6%+13.9pp |
| Annual return | 12.64% | 18.28%-5.6pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,408 | $2,020+118.3% | $2,731+61.4% | $2,755+60.0% |
| Participant deferral / active EE | $2,929 | $2,924+0.2% | $4,000-26.8% | $4,296-31.8% |
| Admin fee / account holder | $10,307 | $3,681+180.0% | $3,998+157.8% | $6,918+49.0% |