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 | $75,665 | $58,208+30.0% | $81,812-7.5% | $80,856-6.4% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.3%+19.7pp | 67.6%+24.4pp |
| Annual return | 13.57% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,087 | $2,340+31.9% | $2,912+6.0% | $2,755+12.0% |
| Participant deferral / active EE | $5,536 | $3,281+68.7% | $4,319+28.2% | $4,296+28.9% |
| Admin fee / account holder | $10,239 | $4,981+105.6% | $7,386+38.6% | $6,918+48.0% |