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 | $143,339 | $95,416+50.2% | $185,823-22.9% | $85,850+67.0% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 13.44% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,903 | $3,314+78.2% | $5,167+14.2% | $2,565+130.1% |
| Participant deferral / active EE | $4,786 | $3,423+39.8% | $5,568-14.0% | $3,952+21.1% |
| Admin fee / account holder | $7,286 | $7,213+1.0% | $16,237-55.1% | $6,260+16.4% |