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 | $191,480 | $93,571+104.6% | $135,903+40.9% | $75,163+154.8% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 18.22% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,427 | $3,537-59.7% | $4,856-70.6% | $2,670-46.6% |
| Participant deferral / active EE | $7,247 | $6,404+13.2% | $7,758-6.6% | $4,125+75.7% |
| Admin fee / account holder | $23,285 | $6,975+233.8% | $10,762+116.4% | $5,651+312.1% |