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 | $234,092 | $101,724+130.1% | $164,813+42.0% | $80,856+189.5% |
| Participation rate | 82.6% | 71.8%+10.7pp | 78.6%+4.0pp | 67.6%+14.9pp |
| Annual return | 16.67% | 16.72%0pp | 69.93%-53.3pp | 35.59%-18.9pp |
| Employer contribution / active EE | $11,483 | $2,953+288.8% | $4,341+164.5% | $2,755+316.8% |
| Participant deferral / active EE | $11,833 | $4,477+164.3% | $6,031+96.2% | $4,296+175.5% |
| Admin fee / account holder | $24,177 | $8,227+193.9% | $12,690+90.5% | $6,918+249.5% |