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 6-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 | $187,277 | $76,552+144.6% | $123,892+51.2% | $62,891+197.8% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 13.35% | 18.68%-5.3pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $7,398 | $2,883+156.7% | $4,617+60.2% | $2,281+224.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,634 | $4,826-66.1% | $8,357-80.4% | $4,296-62.0% |