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 | $134,083 | $80,673+66.2% | $101,326+32.3% | $84,808+58.1% |
| Participation rate | 98.2% | 77.8%+20.4pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 15.59% | 38.95%-23.4pp | 36.82%-21.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,914 | $2,698+82.2% | $3,665+34.1% | $2,631+86.8% |
| Participant deferral / active EE | $9,839 | $6,840+43.8% | $7,994+23.1% | $4,212+133.6% |
| Admin fee / account holder | $1,846 | $12,784-85.6% | $11,185-83.5% | $7,344-74.9% |