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 5-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 | $103,227 | $81,208+27.1% | $98,907+4.4% | $79,858+29.3% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.3pp | 69.6%+24.7pp |
| Annual return | 13.09% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,642 | $1,960+34.8% | $2,689-1.7% | $2,471+6.9% |
| Participant deferral / active EE | $4,712 | $3,265+44.3% | $4,244+11.0% | $3,740+26.0% |
| Admin fee / account holder | $2,783 | $6,013-53.7% | $6,642-58.1% | $5,306-47.6% |