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 | $92,432 | $68,346+35.2% | $94,646-2.3% | $75,163+23.0% |
| Participation rate | 79.3% | 76.1%+3.2pp | 80.8%-1.5pp | 67.2%+12.1pp |
| Annual return | 24.56% | 616.93%-592.4pp | 156.71%-132.1pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,519 | $2,701-43.8% | $3,672-58.6% | $2,670-43.1% |
| Participant deferral / active EE | $13,205 | $6,537+102.0% | $7,418+78.0% | $4,125+220.1% |
| Admin fee / account holder | $7,487 | $5,326+40.6% | $7,231+3.5% | $5,651+32.5% |