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 | $102,134 | $125,758-18.8% | $169,993-39.9% | $75,163+35.9% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 32.99% | 27.20%+5.8pp | 53.37%-20.4pp | 160.62%-127.6pp |
| Employer contribution / active EE | $14,354 | $4,615+211.0% | $6,785+111.5% | $2,670+437.6% |
| Participant deferral / active EE | $13,268 | $6,837+94.0% | $10,408+27.5% | $4,125+221.6% |
| Admin fee / account holder | $1,400 | $8,173-82.9% | $12,815-89.1% | $5,651-75.2% |