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 3-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 | $132,403 | $109,881+20.5% | $150,045-11.8% | $84,808+56.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 17.79% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,280 | $3,561+20.2% | $4,693-8.8% | $2,631+62.7% |
| Participant deferral / active EE | $12,086 | $6,636+82.1% | $7,997+51.1% | $4,212+187.0% |
| Admin fee / account holder | $27,693 | $8,568+223.2% | $13,435+106.1% | $7,344+277.1% |