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 | $132,023 | $80,968+63.1% | $96,544+36.7% | $75,163+75.6% |
| Participation rate | 91.8% | 71.8%+20.0pp | 76.0%+15.8pp | 67.2%+24.6pp |
| Annual return | 22.71% | 27.06%-4.4pp | 25.84%-3.1pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,800 | $2,282-21.1% | $2,965-39.3% | $2,670-32.6% |
| Participant deferral / active EE | $2,770 | $3,928-29.5% | $4,851-42.9% | $4,125-32.9% |
| Admin fee / account holder | $9,035 | $6,724+34.4% | $8,252+9.5% | $5,651+59.9% |