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 | $104,581 | $89,753+16.5% | $107,525-2.7% | $84,808+23.3% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 31.90% | 29.48%+2.4pp | 181.32%-149.4pp | 40.90%-9.0pp |
| Employer contribution / active EE | $4,249 | $3,113+36.5% | $3,754+13.2% | $2,631+61.5% |
| Participant deferral / active EE | $8,863 | $4,056+118.5% | $5,116+73.3% | $4,212+110.4% |
| Admin fee / account holder | $10,551 | $7,222+46.1% | $8,919+18.3% | $7,344+43.7% |