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 | $179,110 | $101,724+76.1% | $164,813+8.7% | $80,856+121.5% |
| Participation rate | 82.8% | 71.8%+11.0pp | 78.6%+4.2pp | 67.6%+15.2pp |
| Annual return | 14.37% | 16.72%-2.3pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,381 | $2,953+48.3% | $4,341+0.9% | $2,755+59.0% |
| Participant deferral / active EE | $8,785 | $4,477+96.2% | $6,031+45.7% | $4,296+104.5% |
| Admin fee / account holder | $16,045 | $8,227+95.0% | $12,690+26.4% | $6,918+131.9% |