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 | $121,512 | $77,164+57.5% | $178,014-31.7% | $80,874+50.2% |
| Participation rate | 92.2% | 65.7%+26.5pp | 77.1%+15.1pp | 67.6%+24.5pp |
| Annual return | 11.94% | 18.09%-6.1pp | 294.80%-282.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,033 | $2,288-11.1% | $3,950-48.5% | $2,756-26.2% |
| Participant deferral / active EE | $9,992 | $4,408+126.7% | $6,276+59.2% | $4,297+132.5% |
| Admin fee / account holder | $21,087 | $7,164+194.4% | $10,362+103.5% | $6,935+204.1% |