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 | $133,514 | $94,625+41.1% | $116,228+14.9% | $84,808+57.4% |
| Participation rate | 82.9% | 70.4%+12.4pp | 74.6%+8.3pp | 68.3%+14.5pp |
| Annual return | 12.84% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,055 | $2,347+158.0% | $2,994+102.2% | $2,631+130.1% |
| Participant deferral / active EE | $9,592 | $3,972+141.5% | $4,953+93.7% | $4,212+127.7% |
| Admin fee / account holder | $33,691 | $10,091+233.9% | $11,989+181.0% | $7,344+358.8% |