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 | $78,520+32.3% | $96,576+7.6% | $82,448+26.0% |
| Participation rate | 81.3% | 77.7%+3.5pp | 81.4%-0.2pp | 68.1%+13.2pp |
| Annual return | 20.12% | 41.30%-21.2pp | 38.47%-18.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $6,081 | $2,630+131.2% | $3,553+71.1% | $2,551+138.4% |
| Participant deferral / active EE | $16,522 | $6,754+144.6% | $7,956+107.7% | $4,139+299.2% |
| Admin fee / account holder | $16,114 | $13,455+19.8% | $11,381+41.6% | $7,234+122.7% |