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 | $120,440 | $60,022+100.7% | $88,946+35.4% | $84,808+42.0% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 19.84% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,713 | $1,703+59.3% | $2,555+6.2% | $2,631+3.1% |
| Participant deferral / active EE | $5,539 | $3,114+77.9% | $4,581+20.9% | $4,212+31.5% |
| Admin fee / account holder | $7,237 | $4,811+50.4% | $8,261-12.4% | $7,344-1.5% |