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 | $224,923 | $102,317+119.8% | $146,958+53.1% | $80,856+178.2% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 21.58% | 134.76%-113.2pp | 418.34%-396.8pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,845 | $3,713-50.3% | $4,933-62.6% | $2,755-33.0% |
| Participant deferral / active EE | $7,265 | $6,644+9.4% | $8,070-10.0% | $4,296+69.1% |
| Admin fee / account holder | $6,487 | $7,941-18.3% | $12,998-50.1% | $6,918-6.2% |