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 | $77,314+57.2% | $177,989-31.7% | $80,856+50.3% |
| Participation rate | 92.2% | 65.7%+26.5pp | 77.1%+15.1pp | 67.6%+24.5pp |
| Annual return | 11.94% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,033 | $2,292-11.3% | $3,949-48.5% | $2,755-26.2% |
| Participant deferral / active EE | $9,992 | $4,411+126.5% | $6,276+59.2% | $4,296+132.6% |
| Admin fee / account holder | $21,087 | $7,191+193.3% | $10,363+103.5% | $6,918+204.8% |