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 | $86,086 | $77,314+11.3% | $177,989-51.6% | $80,856+6.5% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.6%+20.2pp |
| Annual return | 18.67% | 18.09%+0.6pp | 294.48%-275.8pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5,752 | $2,292+150.9% | $3,949+45.7% | $2,755+108.8% |
| Participant deferral / active EE | $11,518 | $4,411+161.1% | $6,276+83.5% | $4,296+168.1% |
| Admin fee / account holder | $1,247 | $7,191-82.7% | $10,363-88.0% | $6,918-82.0% |