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 | $84,305 | $70,669+19.3% | $169,368-50.2% | $75,163+12.2% |
| Participation rate | 80.8% | 64.8%+16.0pp | 77.1%+3.6pp | 67.2%+13.6pp |
| Annual return | 19.68% | 36.36%-16.7pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $5,002 | $2,211+126.2% | $4,013+24.6% | $2,670+87.3% |
| Participant deferral / active EE | $11,206 | $4,311+160.0% | $6,221+80.1% | $4,125+171.7% |
| Admin fee / account holder | $1,004 | $5,402-81.4% | $9,003-88.8% | $5,651-82.2% |