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 | $121,867 | $93,170+30.8% | $100,534+21.2% | $84,808+43.7% |
| Participation rate | 73.1% | 75.8%-2.8pp | 80.6%-7.5pp | 68.3%+4.8pp |
| Annual return | 16.00% | 47.13%-31.1pp | 32.66%-16.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,312 | $3,985-42.0% | $4,346-46.8% | $2,631-12.1% |
| Participant deferral / active EE | $6,609 | $5,699+16.0% | $6,144+7.6% | $4,212+56.9% |
| Admin fee / account holder | $853 | $7,382-88.4% | $7,654-88.9% | $7,344-88.4% |