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 | $121,678 | $58,828+106.8% | $77,999+56.0% | $62,891+93.5% |
| Participation rate | 89.3% | 71.1%+18.2pp | 75.5%+13.8pp | 69.3%+20.0pp |
| Annual return | 10.29% | 17.16%-6.9pp | 425.96%-415.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,530 | $1,672-8.5% | $2,470-38.1% | $2,281-32.9% |
| Participant deferral / active EE | $7,919 | $2,686+194.9% | $3,497+126.5% | $3,203+147.2% |
| Admin fee / account holder | $2,041 | $4,393-53.5% | $5,480-62.8% | $4,296-52.5% |