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 | $113,982 | $93,571+21.8% | $135,903-16.1% | $75,163+51.6% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 17.40% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,480 | $3,537+54.9% | $4,856+12.8% | $2,670+105.2% |
| Participant deferral / active EE | $10,109 | $6,404+57.9% | $7,758+30.3% | $4,125+145.1% |
| Admin fee / account holder | $8,517 | $6,975+22.1% | $10,762-20.9% | $5,651+50.7% |