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 10-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 | $77,157 | $57,281+34.7% | $86,612-10.9% | $75,163+2.7% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+15.0pp |
| Annual return | 17.62% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,098 | $2,314+120.3% | $3,022+68.7% | $2,670+90.9% |
| Participant deferral / active EE | $4,717 | $3,318+42.2% | $4,438+6.3% | $4,125+14.4% |
| Admin fee / account holder | $9,453 | $4,112+129.9% | $5,614+68.4% | $5,651+67.3% |