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 | $187,530 | $93,571+100.4% | $135,903+38.0% | $75,163+149.5% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 17.59% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,656 | $3,537+3.4% | $4,856-24.7% | $2,670+36.9% |
| Participant deferral / active EE | $9,756 | $6,404+52.3% | $7,758+25.8% | $4,125+136.5% |
| Admin fee / account holder | $14,815 | $6,975+112.4% | $10,762+37.7% | $5,651+162.2% |