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 6-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 | $100,230 | $51,576+94.3% | $129,207-22.4% | $80,856+24.0% |
| Participation rate | 89.7% | 57.0%+32.7pp | 69.6%+20.0pp | 67.6%+22.0pp |
| Annual return | 16.27% | 20.81%-4.5pp | 9417.33%-9401.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,253 | $1,584+42.3% | $4,153-45.7% | $2,755-18.2% |
| Participant deferral / active EE | $4,048 | $2,669+51.7% | $4,168-2.9% | $4,296-5.8% |
| Admin fee / account holder | $5,830 | $4,305+35.4% | $7,715-24.4% | $6,918-15.7% |