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 3-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 | $124,654 | $89,355+39.5% | $141,162-11.7% | $72,985+70.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 20.34% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,984 | $3,114+60.0% | $4,735+5.3% | $2,440+104.3% |
| Participant deferral / active EE | $11,497 | $5,418+112.2% | $6,709+71.4% | $3,607+218.7% |
| Admin fee / account holder | $7,525 | $5,958+26.3% | $10,261-26.7% | $5,124+46.9% |