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 | $127,179 | $94,625+34.4% | $116,228+9.4% | $84,808+50.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 16.41% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,072 | $2,347+116.1% | $2,994+69.4% | $2,631+92.8% |
| Participant deferral / active EE | $6,803 | $3,972+71.3% | $4,953+37.3% | $4,212+61.5% |
| Admin fee / account holder | $731 | $10,091-92.8% | $11,989-93.9% | $7,344-90.1% |