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 | $103,885 | $80,673+28.8% | $101,326+2.5% | $84,808+22.5% |
| Participation rate | 81.3% | 77.8%+3.5pp | 81.5%-0.2pp | 68.3%+12.9pp |
| Annual return | 20.12% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $6,081 | $2,698+125.4% | $3,665+65.9% | $2,631+131.1% |
| Participant deferral / active EE | $16,522 | $6,840+141.5% | $7,994+106.7% | $4,212+292.3% |
| Admin fee / account holder | $16,114 | $12,784+26.0% | $11,185+44.1% | $7,344+119.4% |