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 | $76,418 | $48,230+58.4% | $67,502+13.2% | $80,856-5.5% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.6%+24.4pp |
| Annual return | 18.38% | 18.28%+0.1pp | 3512.12%-3493.7pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,802 | $2,020+137.7% | $2,731+75.8% | $2,755+74.3% |
| Participant deferral / active EE | $19,051 | $2,924+551.6% | $4,000+376.3% | $4,296+343.5% |
| Admin fee / account holder | $1,737 | $3,681-52.8% | $3,998-56.6% | $6,918-74.9% |